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JONES FINANCIAL COMPANIES LLLP: CFG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 798,677 CFG 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 798,677 shares
    Change vs previous 13F +30,144 shares

    0.02% of the 13F portfolio, value $56,226,415.

    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 768,533 shares
    Change vs previous 13F +748,545 shares

    0.02% of the 13F portfolio, value $44,408,439.

    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 19,988 shares
    Change vs previous 13F +567 shares

    <0.01% of the 13F portfolio, value $1,167,526.

    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 19,421 shares
    Change vs previous 13F +3,542 shares

    <0.01% of the 13F portfolio, value $1,036,384.

    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 15,879 shares
    Change vs previous 13F +3,211 shares

    <0.01% of the 13F portfolio, value $705,924.

    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 12,668 shares
    Change vs previous 13F +1,596 shares

    <0.01% of the 13F portfolio, value $510,703.

    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 11,072 shares
    Change vs previous 13F +5,938 shares

    <0.01% of the 13F portfolio, value $484,510.

    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 5,134 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,842.

    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).