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Disclosery

Janney Montgomery Scott LLC: SRE position timeline

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

Janney Montgomery Scott LLC held 218,197 SRE 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 218,197 shares
    Change vs previous 13F +3,466 shares

    0.04% of the 13F portfolio, value $20,229,000.

    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 214,731 shares
    Change vs previous 13F -12,665 shares

    0.05% of the 13F portfolio, value $20,865,000.

    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 227,396 shares
    Change vs previous 13F -51,374 shares

    0.05% of the 13F portfolio, value $20,077,000.

    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 278,770 shares
    Change vs previous 13F -23,874 shares

    0.06% of the 13F portfolio, value $25,084,000.

    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 302,644 shares
    Change vs previous 13F +7,016 shares

    0.06% of the 13F portfolio, value $22,931,000.

    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 295,628 shares
    Change vs previous 13F +5,337 shares

    0.06% of the 13F portfolio, value $21,096,000.

    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 290,291 shares
    Change vs previous 13F +13,343 shares

    0.07% of the 13F portfolio, value $25,464,000.

    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 276,948 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $23,161,000.

    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).