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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 145,831 CGGR 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 145,831 shares
    Change vs previous 13F +1,631 shares

    0.12% of the 13F portfolio, value $6,883,223.

    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 144,200 shares
    Change vs previous 13F +7,170 shares

    0.2% of the 13F portfolio, value $5,795,381.

    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 137,030 shares
    Change vs previous 13F +13,715 shares

    0.14% of the 13F portfolio, value $5,763,102.

    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 123,315 shares
    Change vs previous 13F +17,770 shares

    0.1% of the 13F portfolio, value $5,415,997.

    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 105,545 shares
    Change vs previous 13F +12,097 shares

    0.09% of the 13F portfolio, value $4,290,406.

    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 93,448 shares
    Change vs previous 13F +78,446 shares

    0.1% of the 13F portfolio, value $3,200,609.

    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 15,002 shares
    Change vs previous 13F +1,311 shares

    0.02% of the 13F portfolio, value $557,610.

    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 13,691 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $476,302.

    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).