Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 18,683 DLN 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 18,683 shares
    Change vs previous 13F -145 shares

    0.03% of the 13F portfolio, value $1,799,511.

    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 18,828 shares
    Change vs previous 13F +564 shares

    0.06% of the 13F portfolio, value $1,681,947.

    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 18,264 shares
    Change vs previous 13F +335 shares

    0.01% of the 13F portfolio, value $407,927.

    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 17,929 shares
    Change vs previous 13F +1,855 shares

    0.03% of the 13F portfolio, value $1,560,341.

    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 16,074 shares
    Change vs previous 13F +11,718 shares

    0.03% of the 13F portfolio, value $1,320,301.

    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 4,356 shares
    Change vs previous 13F -22,023 shares

    0.01% of the 13F portfolio, value $345,745.

    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 26,379 shares
    Change vs previous 13F +123 shares

    0.08% of the 13F portfolio, value $2,051,985.

    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 26,256 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,062,640.

    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).