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Disclosery

Janney Montgomery Scott LLC: XP position timeline

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

Janney Montgomery Scott LLC held 17,213 XP 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 17,213 shares
    Change vs previous 13F -2,278 shares

    <0.01% of the 13F portfolio, value $280,000.

    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 19,491 shares
    Change vs previous 13F -1,460 shares

    <0.01% of the 13F portfolio, value $371,000.

    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 20,951 shares
    Change vs previous 13F -645,233 shares

    <0.01% of the 13F portfolio, value $343,000.

    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 666,184 shares
    Change vs previous 13F -38,013 shares

    0.03% of the 13F portfolio, value $12,518,000.

    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 704,197 shares
    Change vs previous 13F -243,011 shares

    0.04% of the 13F portfolio, value $14,225,000.

    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 947,208 shares
    Change vs previous 13F +110,264 shares

    0.04% of the 13F portfolio, value $13,024,000.

    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 836,944 shares
    Change vs previous 13F +182,387 shares

    0.03% of the 13F portfolio, value $9,918,000.

    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 654,557 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,743,000.

    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).