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Modiv Inc Cl C shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Modiv Inc Cl C

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Quarterly reported holdings in Modiv Inc Cl C by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 1.5k 14.84
2025-06-30 $21k 1.5k 14.39
2025-03-31 $10k 643 15.76
2024-12-31 $3.8k 256 14.88

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Modiv Inc Cl C

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
State of New Jersey Common Pension Fund D
Penserra Capital Management
Northern Trust
Renaissance Technologies
Dimensional Fund Advisors
Two Sigma Investments
Bard Associates
UBS Group
Morgan Stanley
Two Sigma Advisers
LPL Financial

View all funds holding Modiv Inc Cl C