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

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

J.W. COLE ADVISORS, INC. held 92,287 FTSM 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 92,287 shares
    Change vs previous 13F +8,757 shares

    0.09% of the 13F portfolio, value $5,512,304.

    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 83,530 shares
    Change vs previous 13F +10,866 shares

    0.17% of the 13F portfolio, value $4,993,432.

    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 72,664 shares
    Change vs previous 13F +4,386 shares

    0.1% of the 13F portfolio, value $4,294,806.

    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 68,278 shares
    Change vs previous 13F +8,994 shares

    0.08% of the 13F portfolio, value $4,090,506.

    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 59,284 shares
    Change vs previous 13F +9,884 shares

    0.08% of the 13F portfolio, value $3,549,319.

    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 49,400 shares
    Change vs previous 13F +18,889 shares

    0.09% of the 13F portfolio, value $2,956,090.

    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 30,511 shares
    Change vs previous 13F +3,997 shares

    0.07% of the 13F portfolio, value $1,823,622.

    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 26,514 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,587,391.

    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).