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Disclosery

JONES FINANCIAL COMPANIES LLLP: SMDV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 12,915 SMDV 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 12,915 shares
    Change vs previous 13F +712 shares

    <0.01% of the 13F portfolio, value $1,003,126.

    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 12,203 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $826,358.

    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 12,143 shares
    Change vs previous 13F -253 shares

    <0.01% of the 13F portfolio, value $802,437.

    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 12,396 shares
    Change vs previous 13F +636 shares

    <0.01% of the 13F portfolio, value $827,415.

    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 11,760 shares
    Change vs previous 13F +3,031 shares

    <0.01% of the 13F portfolio, value $768,373.

    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 8,729 shares
    Change vs previous 13F +1,493 shares

    <0.01% of the 13F portfolio, value $572,020.

    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 7,236 shares
    Change vs previous 13F +2,842 shares

    <0.01% of the 13F portfolio, value $489,684.

    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 4,394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,415.

    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).