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

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

J.W. COLE ADVISORS, INC. held 52,338 BA 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 52,338 shares
    Change vs previous 13F -3,976 shares

    0.19% of the 13F portfolio, value $11,329,593.

    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 56,314 shares
    Change vs previous 13F +1,493 shares

    0.38% of the 13F portfolio, value $11,208,139.

    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 54,821 shares
    Change vs previous 13F +1,004 shares

    0.26% of the 13F portfolio, value $10,801,356.

    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 53,817 shares
    Change vs previous 13F +734 shares

    0.22% of the 13F portfolio, value $11,615,221.

    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 53,083 shares
    Change vs previous 13F +3,168 shares

    0.24% of the 13F portfolio, value $11,122,501.

    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 49,915 shares
    Change vs previous 13F +26,550 shares

    0.26% of the 13F portfolio, value $8,512,931.

    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 23,365 shares
    Change vs previous 13F +5,016 shares

    0.17% of the 13F portfolio, value $4,135,524.

    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 18,349 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,789,713.

    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).