Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 27,213 B 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 27,213 shares
    Change vs previous 13F -1,556 shares

    0.02% of the 13F portfolio, value $999,541.

    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 28,769 shares
    Change vs previous 13F -13,471 shares

    0.04% of the 13F portfolio, value $1,173,498.

    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 42,240 shares
    Change vs previous 13F +12,429 shares

    0.03% of the 13F portfolio, value $1,076,271.

    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 29,811 shares
    Change vs previous 13F +3,634 shares

    0.02% of the 13F portfolio, value $976,896.

    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 26,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $545,009.

    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).