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James J. Burns & Company, LLC: SMMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on SMMD, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 73,212 SMMD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,212 shares
    Change vs previous 13F -564 shares

    0.73% of the 13F portfolio, value $6,708,456.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, LLC
    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 73,776 shares
    Change vs previous 13F -1,444 shares

    0.76% of the 13F portfolio, value $5,632,755.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, LLC
    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 75,220 shares
    Change vs previous 13F -1,509 shares

    0.78% of the 13F portfolio, value $5,637,017.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, LLC
    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 76,729 shares
    Change vs previous 13F -1,138 shares

    0.84% of the 13F portfolio, value $5,657,293.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, LLC
    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 77,867 shares
    Change vs previous 13F +8,450 shares

    0.86% of the 13F portfolio, value $5,277,770.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, LLC
    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 69,417 shares
    Change vs previous 13F -2,017 shares

    0.78% of the 13F portfolio, value $4,341,336.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, LLC
    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 71,434 shares
    Change vs previous 13F -313 shares

    0.84% of the 13F portfolio, value $4,858,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, LLC
    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 71,747 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,859,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).