Jones Financial Companies, L.L »

Carlsmed shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Carlsmed (CARL) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Carlsmed

Tip: Access up to 7 years of quarterly data

All positions including Carlsmed held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlsmed by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7k 380 12.35

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Carlsmed

OrbiMed Advisors
BlackRock
Vanguard Group
TD Waterhouse Canada
Teacher Retirement System Of Texas
Geode Capital Management
Russell Investments
Millennium Management
State Street Corporation
Norges Bank Investment Management
Kornitzer Capital Management
Northern Trust
Burkehill Global Management
Ghisallo Capital Management
Sectoral Asset Management

View all funds holding Carlsmed