Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 25,311 EFAV 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 25,311 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $2,220,014.

    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 25,452 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $2,325,534.

    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 25,418 shares
    Change vs previous 13F -400 shares

    0.05% of the 13F portfolio, value $2,189,796.

    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 25,818 shares
    Change vs previous 13F -966 shares

    0.04% of the 13F portfolio, value $2,190,162.

    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 26,784 shares
    Change vs previous 13F +5,604 shares

    0.05% of the 13F portfolio, value $2,251,493.

    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 21,180 shares
    Change vs previous 13F +14,527 shares

    0.05% of the 13F portfolio, value $1,650,365.

    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 6,653 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $470,438.

    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 6,671 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $511,700.

    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).