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Janney Montgomery Scott LLC: ULS position timeline

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

Janney Montgomery Scott LLC held 66,459 ULS 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 66,459 shares
    Change vs previous 13F -8,385 shares

    0.01% of the 13F portfolio, value $6,770,000.

    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 74,844 shares
    Change vs previous 13F -4,423 shares

    0.02% of the 13F portfolio, value $6,415,000.

    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 79,267 shares
    Change vs previous 13F -5,580 shares

    0.01% of the 13F portfolio, value $6,251,000.

    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 84,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,012,000.

    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).