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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 36,004 DFAC 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 36,004 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $1,597,135.

    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 35,898 shares
    Change vs previous 13F -16,978 shares

    0.05% of the 13F portfolio, value $1,394,986.

    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 52,876 shares
    Change vs previous 13F -10,837 shares

    0.03% of the 13F portfolio, value $1,148,132.

    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 63,713 shares
    Change vs previous 13F -4,744 shares

    0.05% of the 13F portfolio, value $2,457,434.

    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 68,457 shares
    Change vs previous 13F +40,258 shares

    0.05% of the 13F portfolio, value $2,453,497.

    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 28,199 shares
    Change vs previous 13F -13,255 shares

    0.03% of the 13F portfolio, value $930,297.

    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 41,454 shares
    Change vs previous 13F +1,311 shares

    0.06% of the 13F portfolio, value $1,433,888.

    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 40,143 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,376,487.

    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).