JONES FINANCIAL COMPANIES LLLP: IAGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on IAGG, newest first. How the timeline and the estimate are built.
JONES FINANCIAL COMPANIES LLLP held 9,539,391 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,539,391 sharesChange vs previous 13F +4,026,388 shares
0.19% of the 13F portfolio, value $482,693,199.
13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,513,003 sharesChange vs previous 13F +3,095,044 shares
0.13% of the 13F portfolio, value $273,886,941.
13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,417,959 sharesChange vs previous 13F +251,467 shares
0.07% of the 13F portfolio, value $120,922,116.
13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,166,492 sharesChange vs previous 13F +123,256 shares
0.08% of the 13F portfolio, value $110,967,742.
13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,043,236 sharesChange vs previous 13F -767,145 shares
0.08% of the 13F portfolio, value $104,348,071.
13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,810,381 sharesChange vs previous 13F -4,077,489 shares
0.13% of the 13F portfolio, value $140,462,844.
13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,887,870 sharesChange vs previous 13F +615,853 shares
0.33% of the 13F portfolio, value $343,842,474.
13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,272,017 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $325,423,355.
13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).