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JONES FINANCIAL COMPANIES LLLP: SPGI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 285,845 SPGI 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 285,845 shares
    Change vs previous 13F +45,748 shares

    0.05% of the 13F portfolio, value $116,653,652.

    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 240,097 shares
    Change vs previous 13F +168,533 shares

    0.05% of the 13F portfolio, value $97,876,714.

    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 71,564 shares
    Change vs previous 13F +4,755 shares

    0.02% of the 13F portfolio, value $37,398,453.

    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 66,809 shares
    Change vs previous 13F +10,044 shares

    0.02% of the 13F portfolio, value $32,541,485.

    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 56,765 shares
    Change vs previous 13F +15,310 shares

    0.02% of the 13F portfolio, value $29,512,141.

    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 41,455 shares
    Change vs previous 13F +10,578 shares

    0.02% of the 13F portfolio, value $20,894,869.

    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 30,877 shares
    Change vs previous 13F +7,322 shares

    0.01% of the 13F portfolio, value $15,377,896.

    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 23,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,113,316.

    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).