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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 14,746 CRM 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 14,746 shares
    Change vs previous 13F -474 shares

    0.04% of the 13F portfolio, value $2,310,113.

    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 15,220 shares
    Change vs previous 13F -1,452 shares

    0.1% of the 13F portfolio, value $2,841,173.

    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 16,672 shares
    Change vs previous 13F -5,847 shares

    0.07% of the 13F portfolio, value $2,895,639.

    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 22,519 shares
    Change vs previous 13F -2,014 shares

    0.1% of the 13F portfolio, value $5,336,971.

    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 24,533 shares
    Change vs previous 13F +12,515 shares

    0.14% of the 13F portfolio, value $6,689,824.

    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 12,018 shares
    Change vs previous 13F +1,752 shares

    0.1% of the 13F portfolio, value $3,225,079.

    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 10,266 shares
    Change vs previous 13F +400 shares

    0.14% of the 13F portfolio, value $3,432,145.

    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 9,866 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,700,301.

    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).