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
- period ended2026-06-3013F 57,771 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,202 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,573 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,192 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,878 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 60,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 108,583 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 113,299 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).