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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 312,168 COWZ 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 312,168 shares
    Change vs previous 13F -6,740 shares

    0.33% of the 13F portfolio, value $19,416,829.

    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 318,908 shares
    Change vs previous 13F -30,214 shares

    0.67% of the 13F portfolio, value $19,950,911.

    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 349,122 shares
    Change vs previous 13F -30,929 shares

    0.48% of the 13F portfolio, value $19,848,541.

    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 380,051 shares
    Change vs previous 13F -114,416 shares

    0.42% of the 13F portfolio, value $21,841,507.

    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 494,467 shares
    Change vs previous 13F +64,638 shares

    0.58% of the 13F portfolio, value $27,245,149.

    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 429,829 shares
    Change vs previous 13F +134,419 shares

    0.73% of the 13F portfolio, value $23,537,443.

    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 295,410 shares
    Change vs previous 13F +4,847 shares

    0.67% of the 13F portfolio, value $16,684,753.

    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 290,563 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $16,803,295.

    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).