Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 128,938 COP 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 128,938 shares
    Change vs previous 13F -2,294 shares

    0.23% of the 13F portfolio, value $13,404,374.

    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 131,232 shares
    Change vs previous 13F +3,485 shares

    0.58% of the 13F portfolio, value $17,322,646.

    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 127,747 shares
    Change vs previous 13F -465 shares

    0.28% of the 13F portfolio, value $11,478,402.

    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 128,212 shares
    Change vs previous 13F -1,224 shares

    0.23% of the 13F portfolio, value $12,127,515.

    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 129,436 shares
    Change vs previous 13F +1,996 shares

    0.25% of the 13F portfolio, value $11,615,614.

    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 127,440 shares
    Change vs previous 13F +96,843 shares

    0.42% of the 13F portfolio, value $13,383,716.

    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 30,597 shares
    Change vs previous 13F +210 shares

    0.12% of the 13F portfolio, value $3,034,298.

    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 30,387 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,199,043.

    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).