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JONES FINANCIAL COMPANIES LLLP: VRT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 275,473 VRT 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 275,473 shares
    Change vs previous 13F +16,046 shares

    0.03% of the 13F portfolio, value $83,743,731.

    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 259,427 shares
    Change vs previous 13F +82,141 shares

    0.03% of the 13F portfolio, value $65,133,994.

    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 177,286 shares
    Change vs previous 13F +28,069 shares

    0.02% of the 13F portfolio, value $28,722,087.

    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 149,217 shares
    Change vs previous 13F +32,809 shares

    0.01% of the 13F portfolio, value $20,684,475.

    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 116,408 shares
    Change vs previous 13F +15,633 shares

    0.01% of the 13F portfolio, value $14,802,455.

    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 100,775 shares
    Change vs previous 13F +29,354 shares

    0.01% of the 13F portfolio, value $7,482,499.

    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 71,421 shares
    Change vs previous 13F +59,735 shares

    0.01% of the 13F portfolio, value $8,114,132.

    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 11,686 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,150,059.

    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).