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JONES FINANCIAL COMPANIES LLLP: VTR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 159,097 VTR 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 159,097 shares
    Change vs previous 13F +20,261 shares

    0.01% of the 13F portfolio, value $14,167,442.

    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 138,836 shares
    Change vs previous 13F +38,856 shares

    0.01% of the 13F portfolio, value $11,371,961.

    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 99,980 shares
    Change vs previous 13F +11,675 shares

    <0.01% of the 13F portfolio, value $7,736,447.

    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 88,305 shares
    Change vs previous 13F +15,697 shares

    <0.01% of the 13F portfolio, value $6,093,573.

    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 72,608 shares
    Change vs previous 13F +10,181 shares

    <0.01% of the 13F portfolio, value $4,565,691.

    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 62,427 shares
    Change vs previous 13F +13,458 shares

    <0.01% of the 13F portfolio, value $4,292,502.

    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 48,969 shares
    Change vs previous 13F +11,571 shares

    <0.01% of the 13F portfolio, value $2,883,807.

    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 37,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,387,668.

    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).