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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 8,083 CB 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 8,083 shares
    Change vs previous 13F -296 shares

    0.05% of the 13F portfolio, value $2,754,192.

    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 8,379 shares
    Change vs previous 13F -392 shares

    0.09% of the 13F portfolio, value $2,730,924.

    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 8,771 shares
    Change vs previous 13F +291 shares

    0.06% of the 13F portfolio, value $2,317,291.

    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 8,480 shares
    Change vs previous 13F -3,437 shares

    0.05% of the 13F portfolio, value $2,393,604.

    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 11,917 shares
    Change vs previous 13F +8,104 shares

    0.07% of the 13F portfolio, value $3,452,611.

    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 3,813 shares
    Change vs previous 13F -5,968 shares

    0.04% of the 13F portfolio, value $1,151,383.

    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 9,781 shares
    Change vs previous 13F +208 shares

    0.11% of the 13F portfolio, value $2,702,613.

    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 9,573 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,760,825.

    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).