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Disclosery

Janney Montgomery Scott LLC: IVE position timeline

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

Janney Montgomery Scott LLC held 1,149,138 IVE 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 1,149,138 shares
    Change vs previous 13F -200,092 shares

    0.51% of the 13F portfolio, value $260,923,000.

    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 1,349,230 shares
    Change vs previous 13F -121,769 shares

    0.71% of the 13F portfolio, value $284,890,000.

    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 1,470,999 shares
    Change vs previous 13F +405,698 shares

    0.72% of the 13F portfolio, value $311,955,000.

    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 1,065,301 shares
    Change vs previous 13F +58,895 shares

    0.52% of the 13F portfolio, value $219,995,000.

    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 1,006,406 shares
    Change vs previous 13F +84,876 shares

    0.51% of the 13F portfolio, value $196,672,000.

    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 921,530 shares
    Change vs previous 13F +252,607 shares

    0.5% of the 13F portfolio, value $175,625,000.

    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 668,923 shares
    Change vs previous 13F +15,407 shares

    0.35% of the 13F portfolio, value $127,684,000.

    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 653,516 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $128,854,000.

    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).