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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 55,255 EXC 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 55,255 shares
    Change vs previous 13F +577 shares

    0.04% of the 13F portfolio, value $2,575,982.

    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 54,678 shares
    Change vs previous 13F -142 shares

    0.09% of the 13F portfolio, value $2,680,302.

    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 54,820 shares
    Change vs previous 13F -10,231 shares

    0.05% of the 13F portfolio, value $2,256,695.

    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 65,051 shares
    Change vs previous 13F +2,407 shares

    0.06% of the 13F portfolio, value $2,927,962.

    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 62,644 shares
    Change vs previous 13F +3,829 shares

    0.06% of the 13F portfolio, value $2,719,988.

    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 58,815 shares
    Change vs previous 13F +50,502 shares

    0.08% of the 13F portfolio, value $2,710,209.

    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 8,313 shares
    Change vs previous 13F -2,417 shares

    0.01% of the 13F portfolio, value $312,893.

    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 10,730 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $435,083.

    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).