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JONES FINANCIAL COMPANIES LLLP: CGSM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 917,938 CGSM 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 917,938 shares
    Change vs previous 13F +261,177 shares

    0.01% of the 13F portfolio, value $24,261,097.

    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 656,761 shares
    Change vs previous 13F +268,513 shares

    0.01% of the 13F portfolio, value $17,279,388.

    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 388,248 shares
    Change vs previous 13F +87,969 shares

    0.01% of the 13F portfolio, value $10,226,454.

    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 300,279 shares
    Change vs previous 13F +117,877 shares

    0.01% of the 13F portfolio, value $7,927,373.

    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 182,402 shares
    Change vs previous 13F +132,776 shares

    <0.01% of the 13F portfolio, value $4,756,132.

    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 49,626 shares
    Change vs previous 13F +36,074 shares

    <0.01% of the 13F portfolio, value $1,289,781.

    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 13,552 shares
    Change vs previous 13F +13,052 shares

    <0.01% of the 13F portfolio, value $351,958.

    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 500 shares
    Change vs previous 13F not available

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

    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).