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Janney Montgomery Scott LLC: SR position timeline

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

Janney Montgomery Scott LLC held 10,750 SR 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 10,750 shares
    Change vs previous 13F -528 shares

    <0.01% of the 13F portfolio, value $839,000.

    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 11,278 shares
    Change vs previous 13F -3,502 shares

    <0.01% of the 13F portfolio, value $1,021,000.

    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 14,780 shares
    Change vs previous 13F +4,298 shares

    <0.01% of the 13F portfolio, value $1,222,000.

    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 10,482 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $855,000.

    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 10,683 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $780,000.

    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 10,700 shares
    Change vs previous 13F -1,455 shares

    <0.01% of the 13F portfolio, value $837,000.

    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 12,155 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $824,000.

    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 11,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $787,000.

    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).