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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 12,916 BALI 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 12,916 shares
    Change vs previous 13F +1,981 shares

    0.01% of the 13F portfolio, value $436,958.

    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 10,935 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $336,899.

    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 10,956 shares
    Change vs previous 13F +3,676 shares

    0.01% of the 13F portfolio, value $347,077.

    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 7,280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,059.

    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).