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

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

J.W. COLE ADVISORS, INC. held 63,304 DEM 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 63,304 shares
    Change vs previous 13F +1,299 shares

    0.06% of the 13F portfolio, value $3,405,133.

    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 62,005 shares
    Change vs previous 13F +5,492 shares

    0.1% of the 13F portfolio, value $3,081,031.

    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 56,513 shares
    Change vs previous 13F +4,811 shares

    0.06% of the 13F portfolio, value $2,639,716.

    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 51,702 shares
    Change vs previous 13F +609 shares

    0.05% of the 13F portfolio, value $2,377,767.

    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 51,093 shares
    Change vs previous 13F +2,101 shares

    0.05% of the 13F portfolio, value $2,313,990.

    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 48,992 shares
    Change vs previous 13F +7,983 shares

    0.06% of the 13F portfolio, value $2,061,580.

    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 41,009 shares
    Change vs previous 13F +1,548 shares

    0.07% of the 13F portfolio, value $1,660,440.

    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 39,461 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,736,695.

    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).