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Disclosery

JONES FINANCIAL COMPANIES LLLP: CGMU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 5,493,642 CGMU 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 5,493,642 shares
    Change vs previous 13F +1,542,864 shares

    0.06% of the 13F portfolio, value $151,070,948.

    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 3,950,778 shares
    Change vs previous 13F +1,704,591 shares

    0.05% of the 13F portfolio, value $107,302,415.

    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 2,246,187 shares
    Change vs previous 13F +782,074 shares

    0.04% of the 13F portfolio, value $61,500,599.

    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 1,464,113 shares
    Change vs previous 13F +474,350 shares

    0.03% of the 13F portfolio, value $39,838,962.

    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 989,763 shares
    Change vs previous 13F +335,690 shares

    0.02% of the 13F portfolio, value $26,416,761.

    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 654,073 shares
    Change vs previous 13F +198,506 shares

    0.02% of the 13F portfolio, value $17,502,983.

    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 455,567 shares
    Change vs previous 13F +311,810 shares

    0.01% of the 13F portfolio, value $12,263,867.

    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 143,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,948,997.

    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).