Skip to content
Disclosery

Janney Montgomery Scott LLC: CPZ position timeline

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

Janney Montgomery Scott LLC held 83,886 CPZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,886 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $1,097,000.

    13F-HR 0001329948-26-000006 filed by Janney Montgomery Scott LLC
    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 83,904 shares
    Change vs previous 13F +4,157 shares

    <0.01% of the 13F portfolio, value $1,139,000.

    13F-HR 0001329948-26-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 79,747 shares
    Change vs previous 13F +1,127 shares

    <0.01% of the 13F portfolio, value $1,166,000.

    13F-HR 0001329948-26-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 78,620 shares
    Change vs previous 13F +14,790 shares

    <0.01% of the 13F portfolio, value $1,271,000.

    13F-HR 0001329948-25-000015 filed by Janney Montgomery Scott LLC
    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 63,830 shares
    Change vs previous 13F +11,727 shares

    <0.01% of the 13F portfolio, value $1,036,000.

    13F-HR 0001329948-25-000008 filed by Janney Montgomery Scott LLC
    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 52,103 shares
    Change vs previous 13F +16,747 shares

    <0.01% of the 13F portfolio, value $811,000.

    13F-HR 0001329948-25-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,356 shares
    Change vs previous 13F +3,160 shares

    <0.01% of the 13F portfolio, value $524,000.

    13F-HR 0001329948-25-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $505,000.

    13F-HR 0001329948-24-000023 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

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