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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 15,409 EQT 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 15,409 shares
    Change vs previous 13F -4,361 shares

    0.01% of the 13F portfolio, value $819,287.

    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 19,770 shares
    Change vs previous 13F +514 shares

    0.04% of the 13F portfolio, value $1,258,181.

    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 19,256 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $996,234.

    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 19,160 shares
    Change vs previous 13F -2,057 shares

    0.02% of the 13F portfolio, value $1,042,858.

    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 21,217 shares
    Change vs previous 13F +1,489 shares

    0.03% of the 13F portfolio, value $1,237,403.

    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 19,728 shares
    Change vs previous 13F +11,996 shares

    0.03% of the 13F portfolio, value $1,054,058.

    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 7,732 shares
    Change vs previous 13F +1,611 shares

    0.01% of the 13F portfolio, value $356,531.

    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 6,121 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,265.

    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).