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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 28,907 D 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 28,907 shares
    Change vs previous 13F +669 shares

    0.03% of the 13F portfolio, value $1,974,073.

    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 28,238 shares
    Change vs previous 13F +287 shares

    0.06% of the 13F portfolio, value $1,745,671.

    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 27,951 shares
    Change vs previous 13F -2,748 shares

    0.04% of the 13F portfolio, value $1,613,016.

    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 30,699 shares
    Change vs previous 13F +1,235 shares

    0.04% of the 13F portfolio, value $1,877,834.

    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 29,464 shares
    Change vs previous 13F +1,772 shares

    0.04% of the 13F portfolio, value $1,665,319.

    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 27,692 shares
    Change vs previous 13F +16,062 shares

    0.05% of the 13F portfolio, value $1,552,708.

    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 11,630 shares
    Change vs previous 13F +257 shares

    0.03% of the 13F portfolio, value $626,401.

    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 11,373 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $657,253.

    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).