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

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

J.W. COLE ADVISORS, INC. held 9,274 ADP 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 9,274 shares
    Change vs previous 13F -469 shares

    0.04% of the 13F portfolio, value $2,076,881.

    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 9,743 shares
    Change vs previous 13F -652 shares

    0.07% of the 13F portfolio, value $1,979,488.

    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 10,395 shares
    Change vs previous 13F -1,920 shares

    0.06% of the 13F portfolio, value $2,353,871.

    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 12,315 shares
    Change vs previous 13F -241 shares

    0.07% of the 13F portfolio, value $3,614,453.

    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 12,556 shares
    Change vs previous 13F +2,219 shares

    0.08% of the 13F portfolio, value $3,872,344.

    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 10,337 shares
    Change vs previous 13F +4,305 shares

    0.1% of the 13F portfolio, value $3,158,242.

    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 6,032 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $1,765,851.

    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 6,080 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,682,422.

    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).