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JONES FINANCIAL COMPANIES LLLP: CRM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 714,973 CRM 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 714,973 shares
    Change vs previous 13F -200,099 shares

    0.05% of the 13F portfolio, value $113,169,268.

    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 915,072 shares
    Change vs previous 13F +388,070 shares

    0.08% of the 13F portfolio, value $164,507,229.

    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 527,002 shares
    Change vs previous 13F +59,451 shares

    0.09% of the 13F portfolio, value $139,607,978.

    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 467,551 shares
    Change vs previous 13F +61,270 shares

    0.08% of the 13F portfolio, value $113,420,313.

    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 406,281 shares
    Change vs previous 13F +61,394 shares

    0.08% of the 13F portfolio, value $111,042,464.

    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 344,887 shares
    Change vs previous 13F +81,916 shares

    0.08% of the 13F portfolio, value $93,015,629.

    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 262,971 shares
    Change vs previous 13F +60,931 shares

    0.08% of the 13F portfolio, value $87,918,991.

    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 202,040 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $55,734,498.

    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).