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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 48,257 DIA 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 48,257 shares
    Change vs previous 13F +975 shares

    0.43% of the 13F portfolio, value $25,208,885.

    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 47,282 shares
    Change vs previous 13F +1,214 shares

    0.74% of the 13F portfolio, value $21,900,366.

    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 46,068 shares
    Change vs previous 13F -6 shares

    0.17% of the 13F portfolio, value $7,116,694.

    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 46,074 shares
    Change vs previous 13F +13,852 shares

    0.41% of the 13F portfolio, value $21,366,533.

    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 32,222 shares
    Change vs previous 13F +17,623 shares

    0.3% of the 13F portfolio, value $14,198,810.

    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 14,599 shares
    Change vs previous 13F -16,328 shares

    0.19% of the 13F portfolio, value $6,129,965.

    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 30,927 shares
    Change vs previous 13F +4,577 shares

    0.53% of the 13F portfolio, value $13,159,594.

    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 26,350 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $11,149,265.

    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).