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

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

J.W. COLE ADVISORS, INC. held 734,223 DGRO 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 734,223 shares
    Change vs previous 13F -2,408 shares

    0.96% of the 13F portfolio, value $55,646,736.

    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 736,631 shares
    Change vs previous 13F +17,480 shares

    1.75% of the 13F portfolio, value $51,696,741.

    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 719,151 shares
    Change vs previous 13F +15,669 shares

    0.92% of the 13F portfolio, value $37,917,425.

    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 703,482 shares
    Change vs previous 13F +4,726 shares

    0.92% of the 13F portfolio, value $47,893,039.

    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 698,756 shares
    Change vs previous 13F +174,676 shares

    0.95% of the 13F portfolio, value $44,678,456.

    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 524,080 shares
    Change vs previous 13F -38,046 shares

    1% of the 13F portfolio, value $32,377,650.

    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 562,126 shares
    Change vs previous 13F +55,690 shares

    1.39% of the 13F portfolio, value $34,480,800.

    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 506,436 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $31,748,500.

    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).