Janney Montgomery Scott LLC IDR β€” IDAHO STRAT RES INC NEW

Ownership history in Janney Montgomery Scott LLC  Β·  1 quarter on record

AI Ownership Summary

Janney Montgomery Scott LLC reported IDAHO STRAT RES INC NEW (IDR) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows IDR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in IDAHO STRAT RES INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IDR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Janney Montgomery Scott LLC held IDR β€” position size vs. price
% of Fund (quarterly)    IDR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 12,248 β€” β€” 0.00% $393 2026-04-22 $44.22

FAQ About Janney Montgomery Scott LLC and IDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning IDR?

Janney Montgomery Scott LLC reported IDR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IDR position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for IDR was 0.00% in 2026 Q1.

What is the latest reported IDR position on this page?

The most recent filing on this page is 2026 Q1, when Janney Montgomery Scott LLC reported 12,248 shares, equal to 0.00% of portfolio, with an estimated market value of $393.

What does the chart on this IDR ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly IDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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