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JONES FINANCIAL COMPANIES LLLP: AGG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 110,159,073 AGG 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 110,159,073 shares
    Change vs previous 13F -22,015,735 shares

    4.38% of the 13F portfolio, value $10,942,620,287.

    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 132,174,808 shares
    Change vs previous 13F -6,383,989 shares

    6.26% of the 13F portfolio, value $13,025,584,593.

    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 138,558,797 shares
    Change vs previous 13F -5,358,824 shares

    8.44% of the 13F portfolio, value $13,839,252,589.

    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 143,917,621 shares
    Change vs previous 13F -1,468,082 shares

    9.81% of the 13F portfolio, value $14,402,077,058.

    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 145,385,703 shares
    Change vs previous 13F +6,759,779 shares

    10.89% of the 13F portfolio, value $14,364,591,158.

    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 138,625,924 shares
    Change vs previous 13F +9,678,339 shares

    12.26% of the 13F portfolio, value $13,686,743,165.

    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 128,947,585 shares
    Change vs previous 13F +7,463,618 shares

    11.88% of the 13F portfolio, value $12,495,020,964.

    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 121,483,967 shares
    Change vs previous 13F not available

    12.65% of the 13F portfolio, value $12,330,387,509.

    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).