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

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

J.W. COLE ADVISORS, INC. held 135,369 FELV 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 135,369 shares
    Change vs previous 13F -2,677 shares

    0.09% of the 13F portfolio, value $5,426,959.

    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 138,046 shares
    Change vs previous 13F -3,272 shares

    0.16% of the 13F portfolio, value $4,819,198.

    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 141,318 shares
    Change vs previous 13F -8,589 shares

    0.12% of the 13F portfolio, value $4,823,352.

    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 149,907 shares
    Change vs previous 13F +42,383 shares

    0.1% of the 13F portfolio, value $5,026,375.

    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 107,524 shares
    Change vs previous 13F -2,470 shares

    0.07% of the 13F portfolio, value $3,416,052.

    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 109,994 shares
    Change vs previous 13F +15,363 shares

    0.1% of the 13F portfolio, value $3,381,209.

    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 94,631 shares
    Change vs previous 13F +6,114 shares

    0.12% of the 13F portfolio, value $2,883,404.

    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 88,517 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,740,498.

    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).