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Disclosery

Janney Montgomery Scott LLC: IBKR position timeline

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

Janney Montgomery Scott LLC held 157,787 IBKR 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 157,787 shares
    Change vs previous 13F -41,783 shares

    0.03% of the 13F portfolio, value $13,734,000.

    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 199,570 shares
    Change vs previous 13F -2,578 shares

    0.03% of the 13F portfolio, value $13,385,000.

    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 202,148 shares
    Change vs previous 13F -11,874 shares

    0.03% of the 13F portfolio, value $13,000,000.

    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 214,022 shares
    Change vs previous 13F -8,128 shares

    0.03% of the 13F portfolio, value $14,727,000.

    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 222,150 shares
    Change vs previous 13F +148,380 shares

    0.03% of the 13F portfolio, value $12,309,000.

    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 73,770 shares
    Change vs previous 13F -1,332 shares

    0.03% of the 13F portfolio, value $12,216,000.

    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 75,102 shares
    Change vs previous 13F -1,636 shares

    0.04% of the 13F portfolio, value $13,268,000.

    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 76,738 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,694,000.

    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).