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Disclosery

Janney Montgomery Scott LLC: UFIV position timeline

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

Janney Montgomery Scott LLC held 76,960 UFIV 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 76,960 shares
    Change vs previous 13F -1,329 shares

    0.01% of the 13F portfolio, value $3,713,000.

    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 78,289 shares
    Change vs previous 13F +10,536 shares

    0.01% of the 13F portfolio, value $3,822,000.

    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 67,753 shares
    Change vs previous 13F +2,734 shares

    0.01% of the 13F portfolio, value $3,338,000.

    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 65,019 shares
    Change vs previous 13F +9,136 shares

    0.01% of the 13F portfolio, value $3,209,000.

    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 55,883 shares
    Change vs previous 13F -3,063 shares

    0.01% of the 13F portfolio, value $2,751,000.

    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 58,946 shares
    Change vs previous 13F +5,714 shares

    0.01% of the 13F portfolio, value $2,881,000.

    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 53,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,545,000.

    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).