Skip to content
Disclosery

Janney Montgomery Scott LLC: DOCU position timeline

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

Janney Montgomery Scott LLC held 23,511 DOCU 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 23,511 shares
    Change vs previous 13F -7,285 shares

    <0.01% of the 13F portfolio, value $1,044,000.

    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 30,796 shares
    Change vs previous 13F +16,591 shares

    <0.01% of the 13F portfolio, value $1,460,000.

    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 14,205 shares
    Change vs previous 13F -15,577 shares

    <0.01% of the 13F portfolio, value $972,000.

    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 29,782 shares
    Change vs previous 13F -3,986 shares

    0.01% of the 13F portfolio, value $2,147,000.

    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 33,768 shares
    Change vs previous 13F -7,591 shares

    0.01% of the 13F portfolio, value $2,630,000.

    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 41,359 shares
    Change vs previous 13F +2,554 shares

    0.01% of the 13F portfolio, value $3,367,000.

    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 38,805 shares
    Change vs previous 13F +9,859 shares

    0.01% of the 13F portfolio, value $3,490,000.

    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 28,946 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,797,000.

    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).