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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 101,672 BP 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 101,672 shares
    Change vs previous 13F -4,445 shares

    0.06% of the 13F portfolio, value $3,756,767.

    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 106,117 shares
    Change vs previous 13F -3,369 shares

    0.17% of the 13F portfolio, value $4,987,498.

    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 109,486 shares
    Change vs previous 13F +1,730 shares

    0.09% of the 13F portfolio, value $3,703,590.

    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 107,756 shares
    Change vs previous 13F -891 shares

    0.07% of the 13F portfolio, value $3,713,261.

    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 108,647 shares
    Change vs previous 13F +4,925 shares

    0.07% of the 13F portfolio, value $3,251,808.

    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 103,722 shares
    Change vs previous 13F +71,275 shares

    0.11% of the 13F portfolio, value $3,504,759.

    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 32,447 shares
    Change vs previous 13F +14,952 shares

    0.04% of the 13F portfolio, value $959,124.

    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 17,495 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $549,171.

    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).