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JONES FINANCIAL COMPANIES LLLP: ASG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 63,308 ASG 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 63,308 shares
    Change vs previous 13F -2,889 shares

    <0.01% of the 13F portfolio, value $336,797.

    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 66,197 shares
    Change vs previous 13F +3,063 shares

    <0.01% of the 13F portfolio, value $307,155.

    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 63,134 shares
    Change vs previous 13F +21,863 shares

    <0.01% of the 13F portfolio, value $334,609.

    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 41,271 shares
    Change vs previous 13F -2,489 shares

    <0.01% of the 13F portfolio, value $226,575.

    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 43,760 shares
    Change vs previous 13F +1,885 shares

    <0.01% of the 13F portfolio, value $238,055.

    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 41,875 shares
    Change vs previous 13F +13,367 shares

    <0.01% of the 13F portfolio, value $204,768.

    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 28,508 shares
    Change vs previous 13F +12,997 shares

    <0.01% of the 13F portfolio, value $161,071.

    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 15,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,549.

    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).