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JONES FINANCIAL COMPANIES LLLP: VYM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,335,671 VYM 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 3,335,671 shares
    Change vs previous 13F +350,014 shares

    0.21% of the 13F portfolio, value $527,759,383.

    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 2,985,657 shares
    Change vs previous 13F +390,373 shares

    0.21% of the 13F portfolio, value $435,145,896.

    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 2,595,284 shares
    Change vs previous 13F +251,958 shares

    0.23% of the 13F portfolio, value $372,475,128.

    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 2,343,326 shares
    Change vs previous 13F +200,130 shares

    0.22% of the 13F portfolio, value $329,904,208.

    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 2,143,196 shares
    Change vs previous 13F +260,637 shares

    0.22% of the 13F portfolio, value $284,069,083.

    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 1,882,559 shares
    Change vs previous 13F +251,778 shares

    0.22% of the 13F portfolio, value $240,216,809.

    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 1,630,781 shares
    Change vs previous 13F +198,882 shares

    0.2% of the 13F portfolio, value $208,071,344.

    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 1,431,899 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $182,970,119.

    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).