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JONES FINANCIAL COMPANIES LLLP: VLUE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 150,258 VLUE 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 150,258 shares
    Change vs previous 13F +42,101 shares

    0.01% of the 13F portfolio, value $30,065,042.

    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 108,157 shares
    Change vs previous 13F +50,974 shares

    0.01% of the 13F portfolio, value $15,258,753.

    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 57,183 shares
    Change vs previous 13F +14,867 shares

    <0.01% of the 13F portfolio, value $7,818,648.

    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 42,316 shares
    Change vs previous 13F +1,505 shares

    <0.01% of the 13F portfolio, value $5,273,881.

    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 40,811 shares
    Change vs previous 13F +3,775 shares

    <0.01% of the 13F portfolio, value $4,595,289.

    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 37,036 shares
    Change vs previous 13F +8,591 shares

    <0.01% of the 13F portfolio, value $3,919,494.

    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 28,445 shares
    Change vs previous 13F +10,404 shares

    <0.01% of the 13F portfolio, value $3,004,105.

    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 18,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,967,870.

    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).