J.W. COLE ADVISORS, INC.: ADC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on ADC, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 5,155 ADC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 5,155 sharesChange vs previous 13F +49 shares
0.01% of the 13F portfolio, value $390,477.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,106 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $384,888.
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,102 sharesChange vs previous 13F -226 shares
0.01% of the 13F portfolio, value $359,685.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,328 sharesChange vs previous 13F +652 shares
0.01% of the 13F portfolio, value $378,509.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,676 sharesChange vs previous 13F +59 shares
0.01% of the 13F portfolio, value $341,601.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,617 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $356,414.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).