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JONES FINANCIAL COMPANIES LLLP: XLV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 277,455 XLV 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 277,455 shares
    Change vs previous 13F +33,064 shares

    0.02% of the 13F portfolio, value $44,465,859.

    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 244,391 shares
    Change vs previous 13F +33,144 shares

    0.02% of the 13F portfolio, value $35,039,534.

    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 211,247 shares
    Change vs previous 13F +33,239 shares

    0.02% of the 13F portfolio, value $32,701,084.

    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 178,008 shares
    Change vs previous 13F +26,223 shares

    0.02% of the 13F portfolio, value $24,154,074.

    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 151,785 shares
    Change vs previous 13F +38,097 shares

    0.02% of the 13F portfolio, value $20,338,481.

    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 113,688 shares
    Change vs previous 13F +40,412 shares

    0.01% of the 13F portfolio, value $16,441,913.

    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 73,276 shares
    Change vs previous 13F +23,661 shares

    0.01% of the 13F portfolio, value $10,080,595.

    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 49,615 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,600,171.

    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).