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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 229,918 BNDX 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 229,918 shares
    Change vs previous 13F +33,308 shares

    0.19% of the 13F portfolio, value $11,134,950.

    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 196,610 shares
    Change vs previous 13F +6,314 shares

    0.32% of the 13F portfolio, value $9,447,094.

    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 190,296 shares
    Change vs previous 13F +6,515 shares

    0.12% of the 13F portfolio, value $5,040,554.

    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 183,781 shares
    Change vs previous 13F +10,336 shares

    0.17% of the 13F portfolio, value $9,089,812.

    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 173,445 shares
    Change vs previous 13F +82,571 shares

    0.18% of the 13F portfolio, value $8,587,265.

    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 90,874 shares
    Change vs previous 13F +5,613 shares

    0.14% of the 13F portfolio, value $4,436,459.

    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 85,261 shares
    Change vs previous 13F -22,812 shares

    0.17% of the 13F portfolio, value $4,182,084.

    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 108,073 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,433,902.

    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).