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

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

J.W. COLE ADVISORS, INC. held 67,932 FPE 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 67,932 shares
    Change vs previous 13F -907 shares

    0.02% of the 13F portfolio, value $1,214,625.

    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 68,839 shares
    Change vs previous 13F +18,665 shares

    0.04% of the 13F portfolio, value $1,221,893.

    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 50,174 shares
    Change vs previous 13F +2,825 shares

    0.02% of the 13F portfolio, value $899,126.

    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 47,349 shares
    Change vs previous 13F -936 shares

    0.02% of the 13F portfolio, value $863,638.

    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 48,285 shares
    Change vs previous 13F +3,526 shares

    0.02% of the 13F portfolio, value $859,468.

    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 44,759 shares
    Change vs previous 13F -15,824 shares

    0.02% of the 13F portfolio, value $787,317.

    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 60,583 shares
    Change vs previous 13F -6,928 shares

    0.04% of the 13F portfolio, value $1,072,312.

    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 67,511 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,221,953.

    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).