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

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

J.W. COLE ADVISORS, INC. held 136,894 FLOT 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 136,894 shares
    Change vs previous 13F +115,355 shares

    0.12% of the 13F portfolio, value $6,988,459.

    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 21,539 shares
    Change vs previous 13F -135,076 shares

    0.04% of the 13F portfolio, value $1,097,388.

    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 156,615 shares
    Change vs previous 13F +15,176 shares

    0.16% of the 13F portfolio, value $6,421,829.

    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 141,439 shares
    Change vs previous 13F +30,499 shares

    0.14% of the 13F portfolio, value $7,225,392.

    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 110,940 shares
    Change vs previous 13F +17,278 shares

    0.12% of the 13F portfolio, value $5,660,144.

    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 93,662 shares
    Change vs previous 13F +62,969 shares

    0.15% of the 13F portfolio, value $4,781,452.

    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 30,693 shares
    Change vs previous 13F +5,276 shares

    0.06% of the 13F portfolio, value $1,561,680.

    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 25,417 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,297,278.

    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).