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

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

J.W. COLE ADVISORS, INC. held 26,975 ARKK 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 26,975 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $2,180,119.

    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 26,925 shares
    Change vs previous 13F -1,155 shares

    0.06% of the 13F portfolio, value $1,819,856.

    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 28,080 shares
    Change vs previous 13F -159 shares

    0.05% of the 13F portfolio, value $2,122,659.

    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 28,239 shares
    Change vs previous 13F -556 shares

    0.05% of the 13F portfolio, value $2,436,988.

    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 28,795 shares
    Change vs previous 13F +511 shares

    0.04% of the 13F portfolio, value $2,024,026.

    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 28,284 shares
    Change vs previous 13F +8,037 shares

    0.04% of the 13F portfolio, value $1,345,746.

    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 20,247 shares
    Change vs previous 13F -275 shares

    0.05% of the 13F portfolio, value $1,149,401.

    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 20,522 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $975,407.

    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).