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

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

J.W. COLE ADVISORS, INC. held 158,631 FUMB 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 158,631 shares
    Change vs previous 13F +4,997 shares

    0.05% of the 13F portfolio, value $3,181,337.

    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 153,634 shares
    Change vs previous 13F +8,333 shares

    0.1% of the 13F portfolio, value $3,080,364.

    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 145,301 shares
    Change vs previous 13F +1,339 shares

    0.07% of the 13F portfolio, value $2,914,735.

    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 143,962 shares
    Change vs previous 13F -5,369 shares

    0.06% of the 13F portfolio, value $2,893,642.

    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 149,331 shares
    Change vs previous 13F +6,429 shares

    0.06% of the 13F portfolio, value $3,001,548.

    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 142,902 shares
    Change vs previous 13F +16,044 shares

    0.09% of the 13F portfolio, value $2,871,611.

    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 126,858 shares
    Change vs previous 13F -11,921 shares

    0.1% of the 13F portfolio, value $2,548,576.

    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 138,779 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,791,532.

    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).