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JONES FINANCIAL COMPANIES LLLP: SGOL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 253,156 SGOL 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 253,156 shares
    Change vs previous 13F +50,409 shares

    <0.01% of the 13F portfolio, value $9,814,858.

    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 202,747 shares
    Change vs previous 13F +22,377 shares

    <0.01% of the 13F portfolio, value $8,718,121.

    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 180,370 shares
    Change vs previous 13F +45,584 shares

    <0.01% of the 13F portfolio, value $7,409,600.

    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 134,786 shares
    Change vs previous 13F +44,456 shares

    <0.01% of the 13F portfolio, value $4,841,513.

    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 90,330 shares
    Change vs previous 13F +6,322 shares

    <0.01% of the 13F portfolio, value $2,817,393.

    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 84,008 shares
    Change vs previous 13F +19,187 shares

    <0.01% of the 13F portfolio, value $2,468,995.

    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 64,821 shares
    Change vs previous 13F +18,620 shares

    <0.01% of the 13F portfolio, value $1,623,766.

    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 46,201 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,170,271.

    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).