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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 45,851 DVN 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 45,851 shares
    Change vs previous 13F +13,058 shares

    0.03% of the 13F portfolio, value $1,894,563.

    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 32,793 shares
    Change vs previous 13F -11,232 shares

    0.06% of the 13F portfolio, value $1,650,168.

    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 44,025 shares
    Change vs previous 13F -61,777 shares

    0.04% of the 13F portfolio, value $1,512,369.

    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 105,802 shares
    Change vs previous 13F -12,140 shares

    0.07% of the 13F portfolio, value $3,709,404.

    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 117,942 shares
    Change vs previous 13F -4,042 shares

    0.08% of the 13F portfolio, value $3,751,744.

    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 121,984 shares
    Change vs previous 13F +20,954 shares

    0.14% of the 13F portfolio, value $4,562,201.

    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 101,030 shares
    Change vs previous 13F -19,770 shares

    0.13% of the 13F portfolio, value $3,306,723.

    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 120,800 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,725,678.

    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).