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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 216,150 BIL 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 216,150 shares
    Change vs previous 13F +3,793 shares

    0.34% of the 13F portfolio, value $19,808,028.

    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 212,357 shares
    Change vs previous 13F +53,125 shares

    0.66% of the 13F portfolio, value $19,460,389.

    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 159,232 shares
    Change vs previous 13F +73,347 shares

    0.27% of the 13F portfolio, value $10,942,435.

    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 85,885 shares
    Change vs previous 13F +21,937 shares

    0.15% of the 13F portfolio, value $7,879,984.

    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 63,948 shares
    Change vs previous 13F +37,940 shares

    0.12% of the 13F portfolio, value $5,865,995.

    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 26,008 shares
    Change vs previous 13F -328 shares

    0.07% of the 13F portfolio, value $2,385,679.

    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 26,336 shares
    Change vs previous 13F +13,880 shares

    0.1% of the 13F portfolio, value $2,407,890.

    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 12,456 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,143,606.

    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).