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Disclosery

JONES FINANCIAL COMPANIES LLLP: CGUS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 12,776,470 CGUS 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 12,776,470 shares
    Change vs previous 13F +4,975,144 shares

    0.22% of the 13F portfolio, value $555,719,566.

    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 7,801,326 shares
    Change vs previous 13F +1,652,180 shares

    0.14% of the 13F portfolio, value $292,459,682.

    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 6,149,146 shares
    Change vs previous 13F +1,349,305 shares

    0.15% of the 13F portfolio, value $247,383,900.

    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 4,799,841 shares
    Change vs previous 13F +954,616 shares

    0.13% of the 13F portfolio, value $188,737,390.

    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 3,845,225 shares
    Change vs previous 13F +1,211,733 shares

    0.11% of the 13F portfolio, value $141,660,450.

    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 2,633,492 shares
    Change vs previous 13F +882,735 shares

    0.08% of the 13F portfolio, value $87,698,177.

    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 1,750,757 shares
    Change vs previous 13F +681,120 shares

    0.06% of the 13F portfolio, value $61,223,966.

    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 1,069,637 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $36,656,683.

    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).