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Disclosery

Janney Montgomery Scott LLC: OCIO position timeline

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

Janney Montgomery Scott LLC held 38,894 OCIO 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 38,894 shares
    Change vs previous 13F +6,517 shares

    <0.01% of the 13F portfolio, value $1,470,000.

    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 32,377 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $1,103,000.

    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 32,162 shares
    Change vs previous 13F +364 shares

    <0.01% of the 13F portfolio, value $1,116,000.

    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 31,798 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $1,178,000.

    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 31,819 shares
    Change vs previous 13F +285 shares

    <0.01% of the 13F portfolio, value $1,121,000.

    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 31,534 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $1,047,000.

    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 31,530 shares
    Change vs previous 13F -1,459 shares

    <0.01% of the 13F portfolio, value $1,070,000.

    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 32,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,127,000.

    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).