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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 930,496 DNP 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 930,496 shares
    Change vs previous 13F +201,595 shares

    0.17% of the 13F portfolio, value $10,040,048.

    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 728,901 shares
    Change vs previous 13F -401,071 shares

    0.25% of the 13F portfolio, value $7,507,683.

    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 1,129,972 shares
    Change vs previous 13F +14,173 shares

    0.06% of the 13F portfolio, value $2,517,156.

    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 1,115,799 shares
    Change vs previous 13F +69,145 shares

    0.21% of the 13F portfolio, value $11,169,148.

    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 1,046,654 shares
    Change vs previous 13F +855,521 shares

    0.22% of the 13F portfolio, value $10,246,740.

    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 191,133 shares
    Change vs previous 13F -575,586 shares

    0.06% of the 13F portfolio, value $1,890,302.

    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 766,719 shares
    Change vs previous 13F +145,449 shares

    0.27% of the 13F portfolio, value $6,762,455.

    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 621,270 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,237,552.

    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).