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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 4,740 ACN 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 4,740 shares
    Change vs previous 13F -272 shares

    0.01% of the 13F portfolio, value $589,873.

    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 5,012 shares
    Change vs previous 13F -993 shares

    0.03% of the 13F portfolio, value $993,873.

    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 6,005 shares
    Change vs previous 13F -1,255 shares

    0.04% of the 13F portfolio, value $1,529,430.

    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 7,260 shares
    Change vs previous 13F -7,318 shares

    0.03% of the 13F portfolio, value $1,790,404.

    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 14,578 shares
    Change vs previous 13F +5,586 shares

    0.09% of the 13F portfolio, value $4,357,330.

    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 8,992 shares
    Change vs previous 13F -3,255 shares

    0.09% of the 13F portfolio, value $2,805,788.

    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 12,247 shares
    Change vs previous 13F +31 shares

    0.17% of the 13F portfolio, value $4,308,450.

    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 12,216 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,317,965.

    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).