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Janney Montgomery Scott LLC: UPS position timeline

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

Janney Montgomery Scott LLC held 595,333 UPS 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 595,333 shares
    Change vs previous 13F +24,115 shares

    0.12% of the 13F portfolio, value $63,998,000.

    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 571,218 shares
    Change vs previous 13F +48,058 shares

    0.14% of the 13F portfolio, value $56,197,000.

    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 523,160 shares
    Change vs previous 13F -21,097 shares

    0.12% of the 13F portfolio, value $51,892,000.

    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 544,257 shares
    Change vs previous 13F -28,579 shares

    0.11% of the 13F portfolio, value $45,462,000.

    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 572,836 shares
    Change vs previous 13F +64,758 shares

    0.15% of the 13F portfolio, value $57,822,000.

    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 508,078 shares
    Change vs previous 13F -36,746 shares

    0.16% of the 13F portfolio, value $55,884,000.

    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 544,824 shares
    Change vs previous 13F -25,838 shares

    0.19% of the 13F portfolio, value $68,702,000.

    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 570,662 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $77,804,000.

    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).