Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 2,817 FLEX 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 2,817 shares
    Change vs previous 13F -516 shares

    0.01% of the 13F portfolio, value $456,551.

    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 3,333 shares
    Change vs previous 13F -797 shares

    0.01% of the 13F portfolio, value $218,178.

    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 4,130 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $228,025.

    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 4,119 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,778.

    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).