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Janney Capital Management LLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janney Capital Management LLC on UBS, newest first. How the timeline and the estimate are built.

Janney Capital Management LLC held 5,987 UBS shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,987 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $277,000.

    13F-HR 0001569855-26-000001 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 5,590 shares
    Change vs previous 13F -600 shares

    0.01% of the 13F portfolio, value $229,000.

    13F-HR 0001569855-25-000003 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 6,190 shares
    Change vs previous 13F -432,337 shares

    0.01% of the 13F portfolio, value $209,000.

    13F-HR 0001329948-25-000009 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 438,527 shares
    Change vs previous 13F -25,264 shares

    0.92% of the 13F portfolio, value $13,432,000.

    13F-HR 0001329948-25-000005 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 463,791 shares
    Change vs previous 13F -8,020 shares

    0.93% of the 13F portfolio, value $14,062,000.

    13F-HR 0001329948-25-000002 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 471,811 shares
    Change vs previous 13F -6,794 shares

    0.98% of the 13F portfolio, value $14,584,000.

    13F-HR 0001329948-24-000024 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 478,605 shares
    Change vs previous 13F -28,735 shares

    1% of the 13F portfolio, value $14,138,000.

    13F-HR 0001329948-24-000012 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 507,340 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $15,585,000.

    13F-HR 0001329948-24-000009 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).