JONES FINANCIAL COMPANIES LLLP
Position in HDUS — Hartford Disciplined US Equity ETF
CIK 815917
DES PERES, MO
Position in HDUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,057,806
+$2,105,594 QoQ
Shares Held
57,063
+84.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 16 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HDUS Over Time
Shares Held
Position Value (USD)
All Filings in HDUS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,057,806 | 57,063 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,952,212 | 30,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $939,612 | 14,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $300,929 | 4,675 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $116,359 | 1,955 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $64,798 | 1,197 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $36,043 | 638 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||