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

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

J.W. COLE ADVISORS, INC. held 255,168 BRSP 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 255,168 shares
    Change vs previous 13F -236 shares

    0.02% of the 13F portfolio, value $1,390,664.

    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 255,404 shares
    Change vs previous 13F -2,210 shares

    0.05% of the 13F portfolio, value $1,430,265.

    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 257,614 shares
    Change vs previous 13F -21,718 shares

    0.03% of the 13F portfolio, value $1,442,640.

    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 279,332 shares
    Change vs previous 13F +16,915 shares

    0.03% of the 13F portfolio, value $1,516,773.

    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 262,417 shares
    Change vs previous 13F +34,983 shares

    0.03% of the 13F portfolio, value $1,325,206.

    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 227,434 shares
    Change vs previous 13F +69,577 shares

    0.04% of the 13F portfolio, value $1,264,532.

    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 157,857 shares
    Change vs previous 13F +49,834 shares

    0.04% of the 13F portfolio, value $890,314.

    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 108,023 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $604,928.

    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).