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JONES FINANCIAL COMPANIES LLLP: CM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 25,137 CM 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 25,137 shares
    Change vs previous 13F +2,901 shares

    <0.01% of the 13F portfolio, value $2,859,574.

    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 22,236 shares
    Change vs previous 13F +3,314 shares

    <0.01% of the 13F portfolio, value $2,062,605.

    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 18,922 shares
    Change vs previous 13F +1,112 shares

    <0.01% of the 13F portfolio, value $1,714,486.

    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 17,810 shares
    Change vs previous 13F +1,203 shares

    <0.01% of the 13F portfolio, value $1,438,348.

    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 16,607 shares
    Change vs previous 13F +391 shares

    <0.01% of the 13F portfolio, value $1,157,177.

    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 16,216 shares
    Change vs previous 13F +1,666 shares

    <0.01% of the 13F portfolio, value $910,692.

    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 14,550 shares
    Change vs previous 13F +1,875 shares

    <0.01% of the 13F portfolio, value $919,965.

    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 12,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $775,808.

    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).