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

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

J.W. COLE ADVISORS, INC. held 65,346 AVGO 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 65,346 shares
    Change vs previous 13F -2,670 shares

    0.42% of the 13F portfolio, value $24,684,351.

    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 68,016 shares
    Change vs previous 13F -1,666 shares

    0.71% of the 13F portfolio, value $21,051,494.

    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 69,682 shares
    Change vs previous 13F -6,373 shares

    0.49% of the 13F portfolio, value $20,033,336.

    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 76,055 shares
    Change vs previous 13F +3,919 shares

    0.48% of the 13F portfolio, value $25,091,209.

    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 72,136 shares
    Change vs previous 13F +25,234 shares

    0.42% of the 13F portfolio, value $19,884,320.

    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 46,902 shares
    Change vs previous 13F +10,194 shares

    0.24% of the 13F portfolio, value $7,852,828.

    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 36,708 shares
    Change vs previous 13F +839 shares

    0.34% of the 13F portfolio, value $8,510,384.

    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 35,869 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,187,290.

    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).