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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 84,771 CGUS 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 84,771 shares
    Change vs previous 13F -1,799 shares

    0.06% of the 13F portfolio, value $3,770,601.

    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 86,570 shares
    Change vs previous 13F +5,745 shares

    0.11% of the 13F portfolio, value $3,326,020.

    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 80,825 shares
    Change vs previous 13F +14,363 shares

    0.08% of the 13F portfolio, value $3,130,403.

    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 66,462 shares
    Change vs previous 13F +18,278 shares

    0.05% of the 13F portfolio, value $2,627,911.

    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 48,184 shares
    Change vs previous 13F +8,380 shares

    0.04% of the 13F portfolio, value $1,779,427.

    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 39,804 shares
    Change vs previous 13F +32,092 shares

    0.04% of the 13F portfolio, value $1,329,447.

    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 7,712 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $269,702.

    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 7,707 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $264,209.

    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).