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JONES FINANCIAL COMPANIES LLLP: VO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 110,769,908 VO 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 110,769,908 shares
    Change vs previous 13F +84,497,745 shares

    3.55% of the 13F portfolio, value $8,861,135,630.

    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 26,272,163 shares
    Change vs previous 13F +4,782,958 shares

    3.57% of the 13F portfolio, value $7,431,297,537.

    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 21,489,205 shares
    Change vs previous 13F -1,519,725 shares

    3.8% of the 13F portfolio, value $6,236,596,955.

    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 23,008,930 shares
    Change vs previous 13F +2,027,374 shares

    4.58% of the 13F portfolio, value $6,728,667,209.

    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 20,981,556 shares
    Change vs previous 13F +2,628,663 shares

    4.44% of the 13F portfolio, value $5,855,348,937.

    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 18,352,893 shares
    Change vs previous 13F +912,514 shares

    4.23% of the 13F portfolio, value $4,719,308,831.

    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 17,440,379 shares
    Change vs previous 13F +2,965,961 shares

    4.38% of the 13F portfolio, value $4,606,527,250.

    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 14,474,418 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $3,808,953,879.

    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).