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Disclosery

JONES FINANCIAL COMPANIES LLLP: SPYG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,573,727 SPYG 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 1,573,727 shares
    Change vs previous 13F +643,589 shares

    0.07% of the 13F portfolio, value $180,533,298.

    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 930,138 shares
    Change vs previous 13F +339,207 shares

    0.04% of the 13F portfolio, value $88,194,365.

    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 590,931 shares
    Change vs previous 13F +117,777 shares

    0.04% of the 13F portfolio, value $63,052,345.

    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 473,154 shares
    Change vs previous 13F +58,865 shares

    0.03% of the 13F portfolio, value $49,058,720.

    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 414,289 shares
    Change vs previous 13F +238,992 shares

    0.03% of the 13F portfolio, value $39,271,785.

    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 175,297 shares
    Change vs previous 13F +133,278 shares

    0.01% of the 13F portfolio, value $14,045,461.

    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 42,019 shares
    Change vs previous 13F +22,779 shares

    <0.01% of the 13F portfolio, value $3,693,497.

    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 19,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,587,070.

    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).