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JONES FINANCIAL COMPANIES LLLP: CLS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 27,964 CLS 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 27,964 shares
    Change vs previous 13F +10,500 shares

    <0.01% of the 13F portfolio, value $9,438,689.

    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 17,464 shares
    Change vs previous 13F +6,939 shares

    <0.01% of the 13F portfolio, value $4,893,762.

    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 10,525 shares
    Change vs previous 13F +2,456 shares

    <0.01% of the 13F portfolio, value $3,111,295.

    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 8,069 shares
    Change vs previous 13F +2,020 shares

    <0.01% of the 13F portfolio, value $1,967,142.

    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 6,049 shares
    Change vs previous 13F +1,051 shares

    <0.01% of the 13F portfolio, value $923,501.

    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 4,998 shares
    Change vs previous 13F +2,964 shares

    <0.01% of the 13F portfolio, value $413,285.

    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 2,034 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $187,738.

    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 1,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $99,351.

    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).