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

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

J.W. COLE ADVISORS, INC. held 314,086 CGDV 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 314,086 shares
    Change vs previous 13F +55,568 shares

    0.27% of the 13F portfolio, value $15,478,179.

    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 258,518 shares
    Change vs previous 13F +43,696 shares

    0.37% of the 13F portfolio, value $10,997,365.

    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 214,822 shares
    Change vs previous 13F +39,361 shares

    0.21% of the 13F portfolio, value $8,803,536.

    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 175,461 shares
    Change vs previous 13F +24,648 shares

    0.14% of the 13F portfolio, value $7,374,640.

    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 150,813 shares
    Change vs previous 13F +15,781 shares

    0.13% of the 13F portfolio, value $5,955,613.

    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 135,032 shares
    Change vs previous 13F +123,428 shares

    0.15% of the 13F portfolio, value $4,812,541.

    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 11,604 shares
    Change vs previous 13F -1,049 shares

    0.02% of the 13F portfolio, value $409,158.

    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 12,653 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $461,084.

    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).