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

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

J.W. COLE ADVISORS, INC. held 80,771 CSCO 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 80,771 shares
    Change vs previous 13F -4,410 shares

    0.16% of the 13F portfolio, value $9,487,415.

    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 85,181 shares
    Change vs previous 13F +1,730 shares

    0.22% of the 13F portfolio, value $6,609,182.

    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 83,451 shares
    Change vs previous 13F -30,944 shares

    0.13% of the 13F portfolio, value $5,489,869.

    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 114,395 shares
    Change vs previous 13F +2,212 shares

    0.15% of the 13F portfolio, value $7,826,933.

    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 112,183 shares
    Change vs previous 13F +39,814 shares

    0.17% of the 13F portfolio, value $7,783,265.

    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 72,369 shares
    Change vs previous 13F +9,256 shares

    0.14% of the 13F portfolio, value $4,465,877.

    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 63,113 shares
    Change vs previous 13F -213 shares

    0.15% of the 13F portfolio, value $3,736,311.

    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 63,326 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,370,262.

    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).