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Disclosery

JONES FINANCIAL COMPANIES LLLP: CGDV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 16,425,629 CGDV 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 16,425,629 shares
    Change vs previous 13F +2,942,024 shares

    0.32% of the 13F portfolio, value $796,484,038.

    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 13,483,605 shares
    Change vs previous 13F +3,150,433 shares

    0.27% of the 13F portfolio, value $562,271,875.

    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 10,333,172 shares
    Change vs previous 13F +2,478,686 shares

    0.27% of the 13F portfolio, value $450,942,427.

    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 7,854,486 shares
    Change vs previous 13F +2,208,093 shares

    0.22% of the 13F portfolio, value $328,633,551.

    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 5,646,393 shares
    Change vs previous 13F +1,690,763 shares

    0.17% of the 13F portfolio, value $222,694,385.

    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 3,955,630 shares
    Change vs previous 13F +1,270,569 shares

    0.13% of the 13F portfolio, value $140,307,403.

    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 2,685,061 shares
    Change vs previous 13F +1,132,566 shares

    0.09% of the 13F portfolio, value $94,675,233.

    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 1,552,495 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $56,635,032.

    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).