J.W. COLE ADVISORS, INC.: DHS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on DHS, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 16,128 DHS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 16,128 sharesChange vs previous 13F +59 shares
0.03% of the 13F portfolio, value $1,833,513.
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 16,069 sharesChange vs previous 13F +43 shares
0.06% of the 13F portfolio, value $1,755,067.
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 16,026 sharesChange vs previous 13F +101 shares
0.04% of the 13F portfolio, value $1,631,796.
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 15,925 sharesChange vs previous 13F +53 shares
0.03% of the 13F portfolio, value $1,604,437.
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 15,872 sharesChange vs previous 13F +6,029 shares
0.03% of the 13F portfolio, value $1,523,437.
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 9,843 sharesChange vs previous 13F +1,820 shares
0.03% of the 13F portfolio, value $976,050.
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 8,023 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $749,027.
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 8,023 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $752,557.
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).