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JONES FINANCIAL COMPANIES LLLP: SMFG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 173,711 SMFG 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 173,711 shares
    Change vs previous 13F +69,725 shares

    <0.01% of the 13F portfolio, value $4,139,533.

    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 103,986 shares
    Change vs previous 13F +100,304 shares

    <0.01% of the 13F portfolio, value $1,980,949.

    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 3,682 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $71,173.

    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 3,395 shares
    Change vs previous 13F -3,975 shares

    <0.01% of the 13F portfolio, value $57,798.

    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 7,370 shares
    Change vs previous 13F +4,298 shares

    <0.01% of the 13F portfolio, value $111,997.

    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 3,072 shares
    Change vs previous 13F +1,702 shares

    <0.01% of the 13F portfolio, value $48,298.

    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 1,370 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $19,852.

    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 1,122 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,792.

    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).