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JONES FINANCIAL COMPANIES LLLP: EFG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 4,373,043 EFG 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 4,373,043 shares
    Change vs previous 13F +73,145 shares

    0.21% of the 13F portfolio, value $532,559,739.

    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 4,299,898 shares
    Change vs previous 13F +424,666 shares

    0.22% of the 13F portfolio, value $462,928,630.

    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 3,875,232 shares
    Change vs previous 13F +79,111 shares

    0.27% of the 13F portfolio, value $441,466,393.

    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 3,796,121 shares
    Change vs previous 13F -862,115 shares

    0.29% of the 13F portfolio, value $427,369,555.

    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 4,658,236 shares
    Change vs previous 13F -640,515 shares

    0.39% of the 13F portfolio, value $520,435,363.

    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 5,298,751 shares
    Change vs previous 13F -1,439,286 shares

    0.48% of the 13F portfolio, value $534,271,966.

    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 6,738,037 shares
    Change vs previous 13F -956,560 shares

    0.62% of the 13F portfolio, value $652,444,107.

    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 7,694,597 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $830,231,179.

    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).