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JONES FINANCIAL COMPANIES LLLP: IGM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 70,435 IGM 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 70,435 shares
    Change vs previous 13F +7,973 shares

    <0.01% of the 13F portfolio, value $10,980,036.

    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 62,462 shares
    Change vs previous 13F +8,416 shares

    <0.01% of the 13F portfolio, value $7,198,752.

    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 54,046 shares
    Change vs previous 13F +4,278 shares

    <0.01% of the 13F portfolio, value $6,980,556.

    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 49,768 shares
    Change vs previous 13F +10,846 shares

    <0.01% of the 13F portfolio, value $6,242,401.

    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 38,922 shares
    Change vs previous 13F +11,673 shares

    <0.01% of the 13F portfolio, value $4,333,914.

    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 27,249 shares
    Change vs previous 13F +6,348 shares

    <0.01% of the 13F portfolio, value $2,474,525.

    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 20,901 shares
    Change vs previous 13F +8,839 shares

    <0.01% of the 13F portfolio, value $2,133,744.

    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 12,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,153,411.

    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).