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

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

J.W. COLE ADVISORS, INC. held 95,903 ARCC 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 95,903 shares
    Change vs previous 13F -436 shares

    0.03% of the 13F portfolio, value $1,777,080.

    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 96,339 shares
    Change vs previous 13F +3,658 shares

    0.06% of the 13F portfolio, value $1,736,021.

    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 92,681 shares
    Change vs previous 13F -3,870 shares

    0.04% of the 13F portfolio, value $1,729,789.

    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 96,551 shares
    Change vs previous 13F -12,521 shares

    0.04% of the 13F portfolio, value $1,970,596.

    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 109,072 shares
    Change vs previous 13F +13,341 shares

    0.05% of the 13F portfolio, value $2,395,226.

    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 95,731 shares
    Change vs previous 13F +50,699 shares

    0.07% of the 13F portfolio, value $2,121,406.

    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 45,032 shares
    Change vs previous 13F -4,142 shares

    0.04% of the 13F portfolio, value $985,756.

    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 49,174 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,029,714.

    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).