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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 39,147 AVUV 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 39,147 shares
    Change vs previous 13F +4,081 shares

    0.08% of the 13F portfolio, value $4,884,001.

    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 35,066 shares
    Change vs previous 13F -10,604 shares

    0.13% of the 13F portfolio, value $3,873,740.

    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 45,670 shares
    Change vs previous 13F -1,899 shares

    0.1% of the 13F portfolio, value $4,052,081.

    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 47,569 shares
    Change vs previous 13F +1,803 shares

    0.09% of the 13F portfolio, value $4,734,502.

    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 45,766 shares
    Change vs previous 13F +16,499 shares

    0.09% of the 13F portfolio, value $4,169,304.

    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 29,267 shares
    Change vs previous 13F +24,431 shares

    0.08% of the 13F portfolio, value $2,551,238.

    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 4,836 shares
    Change vs previous 13F +1,839 shares

    0.02% of the 13F portfolio, value $466,819.

    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 2,997 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,562.

    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).