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Disclosery

JONES FINANCIAL COMPANIES LLLP: AGGY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 25,018 AGGY 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 25,018 shares
    Change vs previous 13F +2,704 shares

    <0.01% of the 13F portfolio, value $1,091,535.

    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 22,314 shares
    Change vs previous 13F +2,171 shares

    <0.01% of the 13F portfolio, value $961,622.

    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 20,143 shares
    Change vs previous 13F -505 shares

    <0.01% of the 13F portfolio, value $887,279.

    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 20,648 shares
    Change vs previous 13F -797 shares

    <0.01% of the 13F portfolio, value $910,164.

    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 21,445 shares
    Change vs previous 13F +6,485 shares

    <0.01% of the 13F portfolio, value $931,356.

    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 14,960 shares
    Change vs previous 13F +3,345 shares

    <0.01% of the 13F portfolio, value $647,992.

    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 11,615 shares
    Change vs previous 13F +5,012 shares

    <0.01% of the 13F portfolio, value $498,516.

    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 6,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,012.

    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).