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

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

J.W. COLE ADVISORS, INC. held 57,771 DGRW 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 57,771 shares
    Change vs previous 13F -2,431 shares

    0.09% of the 13F portfolio, value $5,524,098.

    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 60,202 shares
    Change vs previous 13F -371 shares

    0.18% of the 13F portfolio, value $5,288,186.

    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 60,573 shares
    Change vs previous 13F +381 shares

    0.13% of the 13F portfolio, value $5,395,721.

    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 60,192 shares
    Change vs previous 13F +314 shares

    0.1% of the 13F portfolio, value $5,354,688.

    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 59,878 shares
    Change vs previous 13F -742 shares

    0.11% of the 13F portfolio, value $5,014,182.

    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 60,620 shares
    Change vs previous 13F -47,963 shares

    0.15% of the 13F portfolio, value $4,841,121.

    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 108,583 shares
    Change vs previous 13F -4,716 shares

    0.35% of the 13F portfolio, value $8,787,604.

    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 113,299 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $9,427,573.

    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).