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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 22,308 COST 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 22,308 shares
    Change vs previous 13F -205 shares

    0.36% of the 13F portfolio, value $20,868,626.

    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 22,513 shares
    Change vs previous 13F -59 shares

    0.76% of the 13F portfolio, value $22,432,318.

    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 22,572 shares
    Change vs previous 13F -687 shares

    0.33% of the 13F portfolio, value $13,756,310.

    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 23,259 shares
    Change vs previous 13F -2,564 shares

    0.41% of the 13F portfolio, value $21,528,881.

    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 25,823 shares
    Change vs previous 13F +11,901 shares

    0.54% of the 13F portfolio, value $25,562,986.

    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 13,922 shares
    Change vs previous 13F +2,608 shares

    0.41% of the 13F portfolio, value $13,167,181.

    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 11,314 shares
    Change vs previous 13F +1,751 shares

    0.42% of the 13F portfolio, value $10,367,345.

    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 9,563 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,478,500.

    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).