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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 11,826 FMDE 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 11,826 shares
    Change vs previous 13F +530 shares

    0.01% of the 13F portfolio, value $479,897.

    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 11,296 shares
    Change vs previous 13F -1,495 shares

    0.01% of the 13F portfolio, value $406,189.

    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 12,791 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $457,562.

    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 12,766 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $461,474.

    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 12,731 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $438,137.

    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 12,487 shares
    Change vs previous 13F +2,453 shares

    0.01% of the 13F portfolio, value $391,333.

    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 10,034 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $329,606.

    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 10,126 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,659.

    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).