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JONES FINANCIAL COMPANIES LLLP: CAG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 327,686 CAG 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 327,686 shares
    Change vs previous 13F +60,887 shares

    <0.01% of the 13F portfolio, value $4,613,532.

    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 266,799 shares
    Change vs previous 13F +78,480 shares

    <0.01% of the 13F portfolio, value $4,167,547.

    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 188,319 shares
    Change vs previous 13F +69,248 shares

    <0.01% of the 13F portfolio, value $3,259,795.

    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 119,071 shares
    Change vs previous 13F +33,067 shares

    <0.01% of the 13F portfolio, value $2,165,606.

    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 86,004 shares
    Change vs previous 13F +12,302 shares

    <0.01% of the 13F portfolio, value $1,755,089.

    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 73,702 shares
    Change vs previous 13F +12,989 shares

    <0.01% of the 13F portfolio, value $1,957,858.

    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 60,713 shares
    Change vs previous 13F +17,435 shares

    <0.01% of the 13F portfolio, value $1,684,776.

    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 43,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,405,620.

    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).