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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 16,292 FGD 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 16,292 shares
    Change vs previous 13F +3,521 shares

    0.01% of the 13F portfolio, value $521,178.

    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 12,771 shares
    Change vs previous 13F +2,689 shares

    0.01% of the 13F portfolio, value $407,768.

    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 10,082 shares
    Change vs previous 13F -89 shares

    0.01% of the 13F portfolio, value $297,252.

    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 10,171 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $292,417.

    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 9,771 shares
    Change vs previous 13F +1,262 shares

    0.01% of the 13F portfolio, value $269,094.

    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 8,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,918.

    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).