J.W. COLE ADVISORS, INC.: CRWD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on CRWD, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 12,557 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 12,557 sharesChange vs previous 13F -546 shares
0.16% of the 13F portfolio, value $9,582,766.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,103 sharesChange vs previous 13F +587 shares
0.17% of the 13F portfolio, value $5,115,456.
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,516 sharesChange vs previous 13F +477 shares
0.11% of the 13F portfolio, value $4,631,818.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,039 sharesChange vs previous 13F +843 shares
0.11% of the 13F portfolio, value $5,903,547.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,196 sharesChange vs previous 13F +1,672 shares
0.12% of the 13F portfolio, value $5,702,101.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,524 sharesChange vs previous 13F +2,839 shares
0.1% of the 13F portfolio, value $3,357,972.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,685 sharesChange vs previous 13F -897 shares
0.09% of the 13F portfolio, value $2,287,484.
13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,582 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,126,642.
13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).