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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 19,200 DX 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 19,200 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $251,707.

    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 19,171 shares
    Change vs previous 13F +733 shares

    0.01% of the 13F portfolio, value $244,627.

    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 18,438 shares
    Change vs previous 13F -2,432 shares

    <0.01% of the 13F portfolio, value $78,289.

    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 20,870 shares
    Change vs previous 13F -11,268 shares

    <0.01% of the 13F portfolio, value $256,493.

    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 32,138 shares
    Change vs previous 13F +15,836 shares

    0.01% of the 13F portfolio, value $392,726.

    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 16,302 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,258.

    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).