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JONES FINANCIAL COMPANIES LLLP: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on VGSH, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 334,068 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,068 shares
    Change vs previous 13F +43,251 shares

    0.01% of the 13F portfolio, value $19,459,434.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 290,817 shares
    Change vs previous 13F +38,654 shares

    0.01% of the 13F portfolio, value $16,986,620.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 252,163 shares
    Change vs previous 13F +24,582 shares

    0.01% of the 13F portfolio, value $14,809,535.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 227,581 shares
    Change vs previous 13F +66,870 shares

    0.01% of the 13F portfolio, value $13,379,467.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 160,711 shares
    Change vs previous 13F +107,631 shares

    0.01% of the 13F portfolio, value $9,441,787.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 53,080 shares
    Change vs previous 13F +33,323 shares

    <0.01% of the 13F portfolio, value $3,114,758.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,757 shares
    Change vs previous 13F +7,756 shares

    <0.01% of the 13F portfolio, value $1,149,487.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,001 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $709,367.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).