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JONES FINANCIAL COMPANIES LLLP: XMLV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 163,370 XMLV 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 163,370 shares
    Change vs previous 13F +7,550 shares

    <0.01% of the 13F portfolio, value $10,927,811.

    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 155,820 shares
    Change vs previous 13F +13,978 shares

    <0.01% of the 13F portfolio, value $9,674,864.

    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 141,842 shares
    Change vs previous 13F +10,647 shares

    0.01% of the 13F portfolio, value $8,846,232.

    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 131,195 shares
    Change vs previous 13F +18,570 shares

    0.01% of the 13F portfolio, value $8,308,595.

    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 112,625 shares
    Change vs previous 13F +22,477 shares

    0.01% of the 13F portfolio, value $6,934,293.

    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 90,148 shares
    Change vs previous 13F +32,454 shares

    <0.01% of the 13F portfolio, value $5,517,087.

    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 57,694 shares
    Change vs previous 13F +21,181 shares

    <0.01% of the 13F portfolio, value $3,508,939.

    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 36,513 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,219,610.

    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).