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Disclosery

Janney Montgomery Scott LLC: XLU position timeline

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

Janney Montgomery Scott LLC held 3,487,951 XLU 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 3,487,951 shares
    Change vs previous 13F +56,123 shares

    0.31% of the 13F portfolio, value $158,144,000.

    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 3,431,828 shares
    Change vs previous 13F +408,986 shares

    0.39% of the 13F portfolio, value $157,487,000.

    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 3,022,842 shares
    Change vs previous 13F +1,492,404 shares

    0.3% of the 13F portfolio, value $129,045,000.

    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 1,530,438 shares
    Change vs previous 13F +1,316,477 shares

    0.32% of the 13F portfolio, value $133,470,000.

    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 213,961 shares
    Change vs previous 13F -3,552 shares

    0.05% of the 13F portfolio, value $17,472,000.

    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 217,513 shares
    Change vs previous 13F -57,980 shares

    0.05% of the 13F portfolio, value $17,151,000.

    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 275,493 shares
    Change vs previous 13F -1,266,586 shares

    0.06% of the 13F portfolio, value $20,852,000.

    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 1,542,079 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $124,569,000.

    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).