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JONES FINANCIAL COMPANIES LLLP: CGMM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,507,602 CGMM 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 2,507,602 shares
    Change vs previous 13F +1,028,712 shares

    0.03% of the 13F portfolio, value $81,296,461.

    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 1,478,890 shares
    Change vs previous 13F +1,009,098 shares

    0.02% of the 13F portfolio, value $42,473,695.

    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 469,792 shares
    Change vs previous 13F +363,877 shares

    0.01% of the 13F portfolio, value $13,552,743.

    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 105,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,000,572.

    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).