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

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

James J. Burns & Company, LLC held 17,000 SMR 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 17,000 shares
    Change vs previous 13F +6,970 shares

    0.02% of the 13F portfolio, value $170,510.

    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 10,030 shares
    Change vs previous 13F +10,030 shares

    0.01% of the 13F portfolio, value $108,725.

    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 0 shares
    Change vs previous 13F -7,530 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 7,530 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $271,080.

    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).