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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 0 BXSL shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -58,756 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 58,756 shares
    Change vs previous 13F +1,550 shares

    0.04% of the 13F portfolio, value $1,547,058.

    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).

  3. period ended2025-09-30
    13F 57,206 shares
    Change vs previous 13F +3,976 shares

    0.03% of the 13F portfolio, value $1,491,349.

    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).

  4. period ended2025-06-30
    13F 53,230 shares
    Change vs previous 13F +4,252 shares

    0.03% of the 13F portfolio, value $1,636,831.

    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).

  5. period ended2025-03-31
    13F 48,978 shares
    Change vs previous 13F +12,452 shares

    0.05% of the 13F portfolio, value $1,584,943.

    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).

  6. period ended2024-12-31
    13F 36,526 shares
    Change vs previous 13F +14,856 shares

    0.05% of the 13F portfolio, value $1,180,140.

    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).

  7. period ended2024-09-30
    13F 21,670 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $634,720.

    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).