Janney Montgomery Scott LLC: DWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janney Montgomery Scott LLC on DWM, newest first. How the timeline and the estimate are built.
Janney Montgomery Scott LLC held 31,153 DWM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 31,153 sharesChange vs previous 13F +799 shares
<0.01% of the 13F portfolio, value $2,281,000.
13F-HR 0001329948-26-000006 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,354 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $2,121,000.
13F-HR 0001329948-26-000004 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,354 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,087,000.
13F-HR 0001329948-26-000001 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,354 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,010,000.
13F-HR 0001329948-25-000015 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,354 sharesChange vs previous 13F +255 shares
0.01% of the 13F portfolio, value $1,929,000.
13F-HR 0001329948-25-000008 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,099 sharesChange vs previous 13F -136 shares
<0.01% of the 13F portfolio, value $1,750,000.
13F-HR 0001329948-25-000004 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,235 sharesChange vs previous 13F +136 shares
<0.01% of the 13F portfolio, value $1,593,000.
13F-HR 0001329948-25-000001 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,099 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,732,000.
13F-HR 0001329948-24-000023 filed by Janney Montgomery Scott LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).