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JONES FINANCIAL COMPANIES LLLP: SMCI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 103,366 SMCI 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 103,366 shares
    Change vs previous 13F -12,166 shares

    <0.01% of the 13F portfolio, value $3,166,113.

    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 115,532 shares
    Change vs previous 13F +11,594 shares

    <0.01% of the 13F portfolio, value $2,538,239.

    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 103,938 shares
    Change vs previous 13F +5,080 shares

    <0.01% of the 13F portfolio, value $3,042,265.

    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 98,858 shares
    Change vs previous 13F +18,784 shares

    <0.01% of the 13F portfolio, value $4,529,674.

    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 80,074 shares
    Change vs previous 13F +19,595 shares

    <0.01% of the 13F portfolio, value $3,809,927.

    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 60,479 shares
    Change vs previous 13F +33,515 shares

    <0.01% of the 13F portfolio, value $2,072,011.

    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 26,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $821,863.

    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).