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JONES FINANCIAL COMPANIES LLLP: SMH position timeline

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

JONES FINANCIAL COMPANIES LLLP held 239,789 SMH 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 239,789 shares
    Change vs previous 13F +46,338 shares

    0.06% of the 13F portfolio, value $146,673,074.

    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 193,451 shares
    Change vs previous 13F +36,252 shares

    0.03% of the 13F portfolio, value $72,402,464.

    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 157,199 shares
    Change vs previous 13F +22,564 shares

    0.03% of the 13F portfolio, value $56,612,163.

    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 134,635 shares
    Change vs previous 13F +25,422 shares

    0.03% of the 13F portfolio, value $43,329,393.

    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 109,213 shares
    Change vs previous 13F +25,294 shares

    0.02% of the 13F portfolio, value $30,407,274.

    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 83,919 shares
    Change vs previous 13F +24,515 shares

    0.02% of the 13F portfolio, value $17,804,911.

    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 59,404 shares
    Change vs previous 13F +17,896 shares

    0.01% of the 13F portfolio, value $14,385,746.

    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 41,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,283,069.

    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).