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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 52,129 CGMU 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 52,129 shares
    Change vs previous 13F +52,129 shares

    0.02% of the 13F portfolio, value $1,431,977.

    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 0 shares
    Change vs previous 13F -46,020 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.

  3. period ended2025-12-31
    13F 46,020 shares
    Change vs previous 13F +2,282 shares

    0.03% of the 13F portfolio, value $1,260,016.

    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 43,738 shares
    Change vs previous 13F +1,309 shares

    0.02% of the 13F portfolio, value $1,193,598.

    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 42,429 shares
    Change vs previous 13F +7,812 shares

    0.02% of the 13F portfolio, value $1,132,436.

    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 34,617 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $928,416.

    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).