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Disclosery

Janney Montgomery Scott LLC: UTG position timeline

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

Janney Montgomery Scott LLC held 123,766 UTG 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 123,766 shares
    Change vs previous 13F +12,641 shares

    0.01% of the 13F portfolio, value $5,040,000.

    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 111,125 shares
    Change vs previous 13F +3,883 shares

    0.01% of the 13F portfolio, value $4,365,000.

    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 107,242 shares
    Change vs previous 13F +6,839 shares

    0.01% of the 13F portfolio, value $3,923,000.

    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 100,403 shares
    Change vs previous 13F +6,840 shares

    0.01% of the 13F portfolio, value $3,978,000.

    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 93,563 shares
    Change vs previous 13F +25,178 shares

    0.01% of the 13F portfolio, value $3,385,000.

    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 68,385 shares
    Change vs previous 13F +8,019 shares

    0.01% of the 13F portfolio, value $2,225,000.

    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 60,366 shares
    Change vs previous 13F -7,102 shares

    0.01% of the 13F portfolio, value $1,913,000.

    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 67,468 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,214,000.

    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).