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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 135,672 BIZD 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 135,672 shares
    Change vs previous 13F -13,551 shares

    0.03% of the 13F portfolio, value $1,717,604.

    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 149,223 shares
    Change vs previous 13F -9,105 shares

    0.06% of the 13F portfolio, value $1,910,059.

    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 158,328 shares
    Change vs previous 13F -804 shares

    0.05% of the 13F portfolio, value $2,245,087.

    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 159,132 shares
    Change vs previous 13F -548 shares

    0.05% of the 13F portfolio, value $2,377,437.

    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 159,680 shares
    Change vs previous 13F +2,166 shares

    0.06% of the 13F portfolio, value $2,599,590.

    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 157,514 shares
    Change vs previous 13F +70,178 shares

    0.08% of the 13F portfolio, value $2,639,928.

    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 87,336 shares
    Change vs previous 13F +18,115 shares

    0.06% of the 13F portfolio, value $1,452,395.

    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 69,221 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,146,303.

    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).