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JONES FINANCIAL COMPANIES LLLP: FGD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 288,074 FGD 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 288,074 shares
    Change vs previous 13F +56,243 shares

    <0.01% of the 13F portfolio, value $9,261,588.

    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 231,831 shares
    Change vs previous 13F +72,902 shares

    <0.01% of the 13F portfolio, value $7,216,903.

    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 158,929 shares
    Change vs previous 13F +35,155 shares

    <0.01% of the 13F portfolio, value $4,810,786.

    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 123,774 shares
    Change vs previous 13F +39,766 shares

    <0.01% of the 13F portfolio, value $3,547,470.

    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 84,008 shares
    Change vs previous 13F +38,475 shares

    <0.01% of the 13F portfolio, value $2,301,162.

    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 45,533 shares
    Change vs previous 13F +26,160 shares

    <0.01% of the 13F portfolio, value $1,105,547.

    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 19,373 shares
    Change vs previous 13F +8,639 shares

    <0.01% of the 13F portfolio, value $430,850.

    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 10,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,101.

    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).