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JONES FINANCIAL COMPANIES LLLP: SMB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 103,767 SMB 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 103,767 shares
    Change vs previous 13F +25,244 shares

    <0.01% of the 13F portfolio, value $1,801,388.

    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 78,523 shares
    Change vs previous 13F +24,170 shares

    <0.01% of the 13F portfolio, value $1,357,278.

    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 54,353 shares
    Change vs previous 13F +12,874 shares

    <0.01% of the 13F portfolio, value $946,285.

    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 41,479 shares
    Change vs previous 13F +15,269 shares

    <0.01% of the 13F portfolio, value $721,740.

    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 26,210 shares
    Change vs previous 13F +4,718 shares

    <0.01% of the 13F portfolio, value $451,867.

    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 21,492 shares
    Change vs previous 13F +1,183 shares

    <0.01% of the 13F portfolio, value $368,150.

    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 20,309 shares
    Change vs previous 13F +10,069 shares

    <0.01% of the 13F portfolio, value $347,084.

    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 10,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $176,902.

    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).