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JONES FINANCIAL COMPANIES LLLP: CGMS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,326,317 CGMS 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 2,326,317 shares
    Change vs previous 13F +500,847 shares

    0.03% of the 13F portfolio, value $63,950,451.

    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 1,825,470 shares
    Change vs previous 13F +510,280 shares

    0.02% of the 13F portfolio, value $49,360,711.

    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 1,315,190 shares
    Change vs previous 13F +240,993 shares

    0.02% of the 13F portfolio, value $36,325,546.

    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 1,074,197 shares
    Change vs previous 13F +233,265 shares

    0.02% of the 13F portfolio, value $29,905,635.

    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 840,932 shares
    Change vs previous 13F +131,975 shares

    0.02% of the 13F portfolio, value $23,125,615.

    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 708,957 shares
    Change vs previous 13F +280,572 shares

    0.02% of the 13F portfolio, value $19,354,533.

    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 428,385 shares
    Change vs previous 13F +206,240 shares

    0.01% of the 13F portfolio, value $11,686,348.

    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 222,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,184,505.

    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).