Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 72,332 FVD 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 72,332 shares
    Change vs previous 13F -4,911 shares

    0.06% of the 13F portfolio, value $3,484,944.

    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 77,243 shares
    Change vs previous 13F +9,467 shares

    0.12% of the 13F portfolio, value $3,632,722.

    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 67,776 shares
    Change vs previous 13F +1,095 shares

    0.07% of the 13F portfolio, value $3,090,385.

    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 66,681 shares
    Change vs previous 13F +134 shares

    0.06% of the 13F portfolio, value $3,083,339.

    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 66,547 shares
    Change vs previous 13F -896 shares

    0.06% of the 13F portfolio, value $2,974,637.

    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 67,443 shares
    Change vs previous 13F +3,467 shares

    0.09% of the 13F portfolio, value $3,007,265.

    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 63,976 shares
    Change vs previous 13F -327 shares

    0.11% of the 13F portfolio, value $2,791,896.

    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 64,303 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,925,138.

    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).