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JONES FINANCIAL COMPANIES LLLP: SPGP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 143,288 SPGP 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 143,288 shares
    Change vs previous 13F +9,163 shares

    0.01% of the 13F portfolio, value $17,441,026.

    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 134,125 shares
    Change vs previous 13F +3,926 shares

    0.01% of the 13F portfolio, value $14,074,395.

    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 130,199 shares
    Change vs previous 13F +4,813 shares

    0.01% of the 13F portfolio, value $14,824,487.

    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 125,386 shares
    Change vs previous 13F +7,847 shares

    0.01% of the 13F portfolio, value $14,223,835.

    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 117,539 shares
    Change vs previous 13F +15,742 shares

    0.01% of the 13F portfolio, value $12,561,406.

    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 101,797 shares
    Change vs previous 13F +16,509 shares

    0.01% of the 13F portfolio, value $10,081,980.

    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 85,288 shares
    Change vs previous 13F +22,723 shares

    0.01% of the 13F portfolio, value $8,944,975.

    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 62,565 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,558,093.

    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).