Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: CMS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 78,109 CMS 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 78,109 shares
    Change vs previous 13F +11,390 shares

    <0.01% of the 13F portfolio, value $6,155,154.

    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 66,719 shares
    Change vs previous 13F +60,733 shares

    <0.01% of the 13F portfolio, value $5,084,975.

    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 5,986 shares
    Change vs previous 13F +1,148 shares

    <0.01% of the 13F portfolio, value $418,623.

    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 4,838 shares
    Change vs previous 13F +1,130 shares

    <0.01% of the 13F portfolio, value $347,558.

    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 3,708 shares
    Change vs previous 13F +925 shares

    <0.01% of the 13F portfolio, value $255,912.

    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 2,783 shares
    Change vs previous 13F +1,379 shares

    <0.01% of the 13F portfolio, value $206,470.

    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 1,404 shares
    Change vs previous 13F +792 shares

    <0.01% of the 13F portfolio, value $93,558.

    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 612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,127.

    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).