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JONES FINANCIAL COMPANIES LLLP: CGIE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,779,104 CGIE 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 3,779,104 shares
    Change vs previous 13F +1,172,198 shares

    0.06% of the 13F portfolio, value $137,447,209.

    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 2,606,906 shares
    Change vs previous 13F +896,212 shares

    0.04% of the 13F portfolio, value $84,962,615.

    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 1,710,694 shares
    Change vs previous 13F +518,824 shares

    0.04% of the 13F portfolio, value $59,566,374.

    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 1,191,870 shares
    Change vs previous 13F +479,447 shares

    0.03% of the 13F portfolio, value $39,904,503.

    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 712,423 shares
    Change vs previous 13F +565,745 shares

    0.02% of the 13F portfolio, value $23,602,088.

    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 146,678 shares
    Change vs previous 13F +105,792 shares

    <0.01% of the 13F portfolio, value $4,337,268.

    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 40,886 shares
    Change vs previous 13F +31,474 shares

    <0.01% of the 13F portfolio, value $1,124,774.

    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 9,412 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $286,972.

    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).