JONES FINANCIAL COMPANIES LLLP
Position in CGBL — Capital Group Core Balanced ETF
CIK 815917
DES PERES, MO
All Filings in CGBL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,504,421 | 2,384,205 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,765,482 | 1,940,293 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,259,975 | 1,507,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,066,748 | 1,009,987 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,536,898 | 644,046 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,815,486 | 316,833 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $4,262,226 | 136,304 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,003,567 | 32,321 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||