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JONES FINANCIAL COMPANIES LLLP: SPMO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 721,878 SPMO 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 721,878 shares
    Change vs previous 13F +260,137 shares

    0.04% of the 13F portfolio, value $111,313,544.

    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 461,741 shares
    Change vs previous 13F +129,425 shares

    0.02% of the 13F portfolio, value $50,934,691.

    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 332,316 shares
    Change vs previous 13F +124,491 shares

    0.02% of the 13F portfolio, value $39,651,939.

    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 207,825 shares
    Change vs previous 13F +137,972 shares

    0.02% of the 13F portfolio, value $25,059,504.

    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 69,853 shares
    Change vs previous 13F +27,765 shares

    0.01% of the 13F portfolio, value $7,812,394.

    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 42,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,880,053.

    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).