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Janney Montgomery Scott LLC: UTF position timeline

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

Janney Montgomery Scott LLC held 97,697 UTF 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 97,697 shares
    Change vs previous 13F +18,354 shares

    0.01% of the 13F portfolio, value $2,695,000.

    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 79,343 shares
    Change vs previous 13F +6,146 shares

    0.01% of the 13F portfolio, value $2,053,000.

    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 73,197 shares
    Change vs previous 13F +6,478 shares

    <0.01% of the 13F portfolio, value $1,765,000.

    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 66,719 shares
    Change vs previous 13F +7,651 shares

    <0.01% of the 13F portfolio, value $1,655,000.

    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 59,068 shares
    Change vs previous 13F +3,038 shares

    <0.01% of the 13F portfolio, value $1,592,000.

    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 56,030 shares
    Change vs previous 13F -2,814 shares

    <0.01% of the 13F portfolio, value $1,432,000.

    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 58,844 shares
    Change vs previous 13F +5,769 shares

    <0.01% of the 13F portfolio, value $1,415,000.

    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 53,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,382,000.

    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).