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Disclosery

Janney Montgomery Scott LLC: USMV position timeline

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

Janney Montgomery Scott LLC held 627,522 USMV 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 627,522 shares
    Change vs previous 13F +10,042 shares

    0.12% of the 13F portfolio, value $60,531,000.

    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 617,480 shares
    Change vs previous 13F -53,960 shares

    0.14% of the 13F portfolio, value $57,265,000.

    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 671,440 shares
    Change vs previous 13F +16,132 shares

    0.15% of the 13F portfolio, value $63,223,000.

    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 655,308 shares
    Change vs previous 13F -3,193 shares

    0.15% of the 13F portfolio, value $62,346,000.

    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 658,501 shares
    Change vs previous 13F +80,409 shares

    0.16% of the 13F portfolio, value $61,814,000.

    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 578,092 shares
    Change vs previous 13F -6,879 shares

    0.15% of the 13F portfolio, value $54,144,000.

    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 584,971 shares
    Change vs previous 13F -872 shares

    0.14% of the 13F portfolio, value $51,940,000.

    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 585,843 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $53,493,000.

    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).