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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 1,051 AIZ 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 1,051 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $282,193.

    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 1,063 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $231,444.

    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 1,201 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $274,307.

    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 1,204 shares
    Change vs previous 13F -131 shares

    <0.01% of the 13F portfolio, value $260,708.

    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 1,335 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $263,616.

    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 1,286 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,686.

    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).