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JONES FINANCIAL COMPANIES LLLP: CGDG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,904,509 CGDG 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 1,904,509 shares
    Change vs previous 13F +353,435 shares

    0.03% of the 13F portfolio, value $71,438,112.

    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 1,551,074 shares
    Change vs previous 13F +484,904 shares

    0.03% of the 13F portfolio, value $54,520,244.

    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 1,066,170 shares
    Change vs previous 13F +365,694 shares

    0.02% of the 13F portfolio, value $37,998,298.

    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 700,476 shares
    Change vs previous 13F +242,485 shares

    0.02% of the 13F portfolio, value $24,173,441.

    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 457,991 shares
    Change vs previous 13F +259,900 shares

    0.01% of the 13F portfolio, value $15,434,306.

    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 198,091 shares
    Change vs previous 13F +95,479 shares

    0.01% of the 13F portfolio, value $6,130,904.

    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 102,612 shares
    Change vs previous 13F +83,749 shares

    <0.01% of the 13F portfolio, value $3,041,432.

    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 18,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $581,924.

    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).