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

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

J.W. COLE ADVISORS, INC. held 6,851 FIXD 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 6,851 shares
    Change vs previous 13F -229 shares

    0.01% of the 13F portfolio, value $298,757.

    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 7,080 shares
    Change vs previous 13F -305 shares

    0.01% of the 13F portfolio, value $308,624.

    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 7,385 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $310,647.

    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 7,620 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $338,463.

    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 7,474 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $328,031.

    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 7,086 shares
    Change vs previous 13F +1,888 shares

    0.01% of the 13F portfolio, value $310,651.

    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 5,198 shares
    Change vs previous 13F +555 shares

    0.01% of the 13F portfolio, value $223,358.

    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 4,643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,029.

    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).