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JONES FINANCIAL COMPANIES LLLP: SMMU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 66,901 SMMU 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 66,901 shares
    Change vs previous 13F +17,185 shares

    <0.01% of the 13F portfolio, value $3,379,839.

    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 49,716 shares
    Change vs previous 13F +21,803 shares

    <0.01% of the 13F portfolio, value $2,505,189.

    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 27,913 shares
    Change vs previous 13F +4,509 shares

    <0.01% of the 13F portfolio, value $1,407,653.

    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 23,404 shares
    Change vs previous 13F +1,151 shares

    <0.01% of the 13F portfolio, value $1,184,008.

    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 22,253 shares
    Change vs previous 13F +7,973 shares

    <0.01% of the 13F portfolio, value $1,116,210.

    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 14,280 shares
    Change vs previous 13F +3,118 shares

    <0.01% of the 13F portfolio, value $712,572.

    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 11,162 shares
    Change vs previous 13F +5,122 shares

    <0.01% of the 13F portfolio, value $556,314.

    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 6,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,960.

    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).