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JONES FINANCIAL COMPANIES LLLP: VTES position timeline

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

JONES FINANCIAL COMPANIES LLLP held 94,954 VTES 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 94,954 shares
    Change vs previous 13F +19,593 shares

    <0.01% of the 13F portfolio, value $9,615,997.

    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 75,361 shares
    Change vs previous 13F +8,007 shares

    <0.01% of the 13F portfolio, value $7,609,990.

    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 67,354 shares
    Change vs previous 13F +24,035 shares

    <0.01% of the 13F portfolio, value $6,841,484.

    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 43,319 shares
    Change vs previous 13F +21,564 shares

    <0.01% of the 13F portfolio, value $4,414,869.

    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 21,755 shares
    Change vs previous 13F +12,148 shares

    <0.01% of the 13F portfolio, value $2,195,334.

    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 9,607 shares
    Change vs previous 13F +4,439 shares

    <0.01% of the 13F portfolio, value $963,774.

    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 5,168 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,092.

    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).