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JONES FINANCIAL COMPANIES LLLP: VOT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,100,734 VOT 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 1,100,734 shares
    Change vs previous 13F +64,432 shares

    0.13% of the 13F portfolio, value $328,741,022.

    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 1,036,302 shares
    Change vs previous 13F +153,419 shares

    0.13% of the 13F portfolio, value $261,556,724.

    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 882,883 shares
    Change vs previous 13F +76,421 shares

    0.15% of the 13F portfolio, value $246,447,955.

    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 806,462 shares
    Change vs previous 13F +38,831 shares

    0.16% of the 13F portfolio, value $234,965,243.

    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 767,631 shares
    Change vs previous 13F +44,027 shares

    0.16% of the 13F portfolio, value $216,763,584.

    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 723,604 shares
    Change vs previous 13F +24,279 shares

    0.16% of the 13F portfolio, value $176,646,719.

    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 699,325 shares
    Change vs previous 13F +15,146 shares

    0.17% of the 13F portfolio, value $177,453,669.

    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 684,179 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $166,175,161.

    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).