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Disclosery

Janney Montgomery Scott LLC: IVW position timeline

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

Janney Montgomery Scott LLC held 2,413,813 IVW 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 2,413,813 shares
    Change vs previous 13F -2,761 shares

    0.64% of the 13F portfolio, value $331,972,000.

    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 2,416,574 shares
    Change vs previous 13F +211,952 shares

    0.68% of the 13F portfolio, value $273,339,000.

    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 2,204,622 shares
    Change vs previous 13F +52,870 shares

    0.62% of the 13F portfolio, value $271,742,000.

    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 2,151,752 shares
    Change vs previous 13F -92,503 shares

    0.62% of the 13F portfolio, value $259,760,000.

    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 2,244,255 shares
    Change vs previous 13F -133,105 shares

    0.65% of the 13F portfolio, value $247,093,000.

    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 2,377,360 shares
    Change vs previous 13F +70,973 shares

    0.63% of the 13F portfolio, value $220,690,000.

    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 2,306,387 shares
    Change vs previous 13F -57,807 shares

    0.65% of the 13F portfolio, value $234,168,000.

    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 2,364,194 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $226,372,000.

    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).