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J.W. COLE ADVISORS, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on AAPL, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 1,065,235 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,065,235 shares
    Change vs previous 13F -25,240 shares

    5.29% of the 13F portfolio, value $308,236,298.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 1,090,475 shares
    Change vs previous 13F -8,943 shares

    9.35% of the 13F portfolio, value $276,751,653.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 1,099,418 shares
    Change vs previous 13F -86,573 shares

    5.91% of the 13F portfolio, value $243,903,542.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 1,185,991 shares
    Change vs previous 13F -40,646 shares

    5.78% of the 13F portfolio, value $301,988,926.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 1,226,637 shares
    Change vs previous 13F +277,723 shares

    5.35% of the 13F portfolio, value $251,669,026.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 948,914 shares
    Change vs previous 13F +386,953 shares

    6.54% of the 13F portfolio, value $210,782,368.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 561,961 shares
    Change vs previous 13F -4,935 shares

    5.68% of the 13F portfolio, value $140,726,472.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    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 566,896 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $132,086,795.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).