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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 2,938 ARM 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 2,938 shares
    Change vs previous 13F -4,403 shares

    0.02% of the 13F portfolio, value $1,041,727.

    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 7,341 shares
    Change vs previous 13F +4,646 shares

    0.04% of the 13F portfolio, value $1,110,552.

    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 2,695 shares
    Change vs previous 13F +633 shares

    0.01% of the 13F portfolio, value $269,668.

    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 2,062 shares
    Change vs previous 13F -1,082 shares

    0.01% of the 13F portfolio, value $291,703.

    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 3,144 shares
    Change vs previous 13F -171 shares

    0.01% of the 13F portfolio, value $508,517.

    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 3,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $354,009.

    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).