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JONES FINANCIAL COMPANIES LLLP: CGSD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,373,894 CGSD 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 2,373,894 shares
    Change vs previous 13F +649,411 shares

    0.02% of the 13F portfolio, value $61,293,941.

    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 1,724,483 shares
    Change vs previous 13F +412,246 shares

    0.02% of the 13F portfolio, value $44,474,406.

    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 1,312,237 shares
    Change vs previous 13F +330,203 shares

    0.02% of the 13F portfolio, value $34,131,278.

    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 982,034 shares
    Change vs previous 13F +243,733 shares

    0.02% of the 13F portfolio, value $25,572,174.

    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 738,301 shares
    Change vs previous 13F +321,141 shares

    0.01% of the 13F portfolio, value $19,129,375.

    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 417,160 shares
    Change vs previous 13F +182,226 shares

    0.01% of the 13F portfolio, value $10,771,068.

    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 234,934 shares
    Change vs previous 13F +139,591 shares

    0.01% of the 13F portfolio, value $6,023,697.

    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 95,343 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,470,327.

    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).