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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 32,966 DBEF 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 32,966 shares
    Change vs previous 13F +32,966 shares

    0.03% of the 13F portfolio, value $1,800,915.

    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 0 shares
    Change vs previous 13F -25,051 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 25,051 shares
    Change vs previous 13F +4,808 shares

    0.03% of the 13F portfolio, value $1,205,188.

    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 20,243 shares
    Change vs previous 13F +3,172 shares

    0.02% of the 13F portfolio, value $939,685.

    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 17,071 shares
    Change vs previous 13F +3,335 shares

    0.02% of the 13F portfolio, value $746,861.

    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 13,736 shares
    Change vs previous 13F +3,420 shares

    0.02% of the 13F portfolio, value $594,777.

    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 10,316 shares
    Change vs previous 13F +376 shares

    0.02% of the 13F portfolio, value $427,091.

    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 9,940 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $417,690.

    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).