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JONES FINANCIAL COMPANIES LLLP: XLG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 837,467 XLG 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 837,467 shares
    Change vs previous 13F +78,960 shares

    0.02% of the 13F portfolio, value $49,661,776.

    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 758,507 shares
    Change vs previous 13F +133,210 shares

    0.02% of the 13F portfolio, value $40,140,202.

    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 625,297 shares
    Change vs previous 13F +55,395 shares

    0.02% of the 13F portfolio, value $37,067,576.

    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 569,902 shares
    Change vs previous 13F +94,457 shares

    0.02% of the 13F portfolio, value $32,569,924.

    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 475,445 shares
    Change vs previous 13F +159,788 shares

    0.02% of the 13F portfolio, value $24,656,565.

    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 315,657 shares
    Change vs previous 13F +135,762 shares

    0.01% of the 13F portfolio, value $14,472,884.

    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 179,895 shares
    Change vs previous 13F +91,690 shares

    0.01% of the 13F portfolio, value $8,987,575.

    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 88,205 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,168,584.

    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).