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Janney Montgomery Scott LLC: XLF position timeline

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

Janney Montgomery Scott LLC held 9,549,563 XLF 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 9,549,563 shares
    Change vs previous 13F +294,718 shares

    0.99% of the 13F portfolio, value $511,952,000.

    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 9,254,845 shares
    Change vs previous 13F +79,955 shares

    1.13% of the 13F portfolio, value $456,912,000.

    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 9,174,890 shares
    Change vs previous 13F +1,812,354 shares

    1.15% of the 13F portfolio, value $502,509,000.

    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 7,362,536 shares
    Change vs previous 13F -4,969 shares

    0.94% of the 13F portfolio, value $396,620,000.

    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 7,367,505 shares
    Change vs previous 13F -2,010,381 shares

    1.01% of the 13F portfolio, value $385,836,000.

    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 9,377,886 shares
    Change vs previous 13F -263,418 shares

    1.32% of the 13F portfolio, value $467,113,000.

    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 9,641,304 shares
    Change vs previous 13F +2,016,412 shares

    1.29% of the 13F portfolio, value $465,964,000.

    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 7,624,892 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $345,560,000.

    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).