Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 63,466 BX 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 63,466 shares
    Change vs previous 13F -2,156 shares

    0.13% of the 13F portfolio, value $7,468,049.

    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 65,622 shares
    Change vs previous 13F +678 shares

    0.25% of the 13F portfolio, value $7,545,905.

    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 64,944 shares
    Change vs previous 13F -9,625 shares

    0.22% of the 13F portfolio, value $8,906,700.

    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 74,569 shares
    Change vs previous 13F -2,440 shares

    0.24% of the 13F portfolio, value $12,740,066.

    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 77,009 shares
    Change vs previous 13F +26,165 shares

    0.24% of the 13F portfolio, value $11,518,965.

    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 50,844 shares
    Change vs previous 13F +28,134 shares

    0.22% of the 13F portfolio, value $7,106,924.

    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 22,710 shares
    Change vs previous 13F -1,105 shares

    0.16% of the 13F portfolio, value $3,915,670.

    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 23,815 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,646,792.

    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).