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JONES FINANCIAL COMPANIES LLLP: CGBL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,384,205 CGBL 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 2,384,205 shares
    Change vs previous 13F +443,912 shares

    0.04% of the 13F portfolio, value $89,669,962.

    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 1,940,293 shares
    Change vs previous 13F +432,793 shares

    0.03% of the 13F portfolio, value $65,620,710.

    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 1,507,500 shares
    Change vs previous 13F +497,513 shares

    0.03% of the 13F portfolio, value $53,259,957.

    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 1,009,987 shares
    Change vs previous 13F +365,941 shares

    0.02% of the 13F portfolio, value $35,198,038.

    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 644,046 shares
    Change vs previous 13F +327,213 shares

    0.02% of the 13F portfolio, value $21,536,887.

    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 316,833 shares
    Change vs previous 13F +180,529 shares

    0.01% of the 13F portfolio, value $9,815,485.

    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 136,304 shares
    Change vs previous 13F +103,983 shares

    <0.01% of the 13F portfolio, value $4,262,239.

    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 32,321 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,008,415.

    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).