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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 18,329 CEG 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 18,329 shares
    Change vs previous 13F +777 shares

    0.08% of the 13F portfolio, value $4,552,483.

    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 17,552 shares
    Change vs previous 13F -1,698 shares

    0.17% of the 13F portfolio, value $4,901,358.

    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 19,250 shares
    Change vs previous 13F -2,486 shares

    0.15% of the 13F portfolio, value $6,022,039.

    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 21,736 shares
    Change vs previous 13F +1,414 shares

    0.14% of the 13F portfolio, value $7,152,716.

    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 20,322 shares
    Change vs previous 13F +1,779 shares

    0.14% of the 13F portfolio, value $6,559,199.

    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 18,543 shares
    Change vs previous 13F +15,321 shares

    0.12% of the 13F portfolio, value $3,738,731.

    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 3,222 shares
    Change vs previous 13F -588 shares

    0.03% of the 13F portfolio, value $720,834.

    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 3,810 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $990,770.

    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).