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JONES FINANCIAL COMPANIES LLLP: CG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 264,135 CG 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 264,135 shares
    Change vs previous 13F +7,885 shares

    <0.01% of the 13F portfolio, value $10,935,273.

    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 256,250 shares
    Change vs previous 13F +246,857 shares

    0.01% of the 13F portfolio, value $11,703,400.

    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 9,393 shares
    Change vs previous 13F +1,726 shares

    <0.01% of the 13F portfolio, value $555,218.

    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 7,667 shares
    Change vs previous 13F +1,518 shares

    <0.01% of the 13F portfolio, value $490,476.

    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 6,149 shares
    Change vs previous 13F +1,077 shares

    <0.01% of the 13F portfolio, value $314,671.

    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 5,072 shares
    Change vs previous 13F +2,503 shares

    <0.01% of the 13F portfolio, value $218,849.

    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 2,569 shares
    Change vs previous 13F +2,469 shares

    <0.01% of the 13F portfolio, value $129,703.

    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 100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,359.

    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).