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Janney Montgomery Scott LLC: TER position timeline

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

Janney Montgomery Scott LLC held 20,078 TER 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 20,078 shares
    Change vs previous 13F -2,450 shares

    0.02% of the 13F portfolio, value $9,715,000.

    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 22,528 shares
    Change vs previous 13F -6,899 shares

    0.02% of the 13F portfolio, value $6,679,000.

    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 29,427 shares
    Change vs previous 13F -120,040 shares

    0.01% of the 13F portfolio, value $5,696,000.

    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 149,467 shares
    Change vs previous 13F -15,495 shares

    0.05% of the 13F portfolio, value $20,573,000.

    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 164,962 shares
    Change vs previous 13F -6,539 shares

    0.04% of the 13F portfolio, value $14,833,000.

    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 171,501 shares
    Change vs previous 13F -2,949 shares

    0.04% of the 13F portfolio, value $14,166,000.

    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 174,450 shares
    Change vs previous 13F -33,450 shares

    0.06% of the 13F portfolio, value $21,967,000.

    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 207,900 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,844,000.

    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).