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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 11,277 AMT 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 11,277 shares
    Change vs previous 13F +3,279 shares

    0.03% of the 13F portfolio, value $1,844,550.

    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 7,998 shares
    Change vs previous 13F +269 shares

    0.05% of the 13F portfolio, value $1,380,323.

    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 7,729 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $1,217,362.

    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 7,857 shares
    Change vs previous 13F -5,997 shares

    0.03% of the 13F portfolio, value $1,510,973.

    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 13,854 shares
    Change vs previous 13F +6,764 shares

    0.07% of the 13F portfolio, value $3,062,004.

    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 7,090 shares
    Change vs previous 13F +5,125 shares

    0.05% of the 13F portfolio, value $1,542,863.

    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 1,965 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $360,345.

    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 2,013 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,197.

    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).