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JONES FINANCIAL COMPANIES LLLP: SMOT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 114,624 SMOT 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 114,624 shares
    Change vs previous 13F +8,605 shares

    <0.01% of the 13F portfolio, value $4,469,190.

    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 106,019 shares
    Change vs previous 13F +14,847 shares

    <0.01% of the 13F portfolio, value $3,657,656.

    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 91,172 shares
    Change vs previous 13F +13,252 shares

    <0.01% of the 13F portfolio, value $3,300,426.

    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 77,920 shares
    Change vs previous 13F +12,049 shares

    <0.01% of the 13F portfolio, value $2,819,925.

    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 65,871 shares
    Change vs previous 13F +18,026 shares

    <0.01% of the 13F portfolio, value $2,288,359.

    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 47,845 shares
    Change vs previous 13F +13,071 shares

    <0.01% of the 13F portfolio, value $1,563,096.

    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 34,774 shares
    Change vs previous 13F +20,037 shares

    <0.01% of the 13F portfolio, value $1,198,660.

    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 14,737 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,532.

    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).