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

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

J.W. COLE ADVISORS, INC. held 27,068 FXU 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 27,068 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $1,335,539.

    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 26,810 shares
    Change vs previous 13F -5,869 shares

    0.04% of the 13F portfolio, value $1,329,484.

    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 32,679 shares
    Change vs previous 13F +4,938 shares

    0.04% of the 13F portfolio, value $1,470,874.

    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 27,741 shares
    Change vs previous 13F +3,067 shares

    0.02% of the 13F portfolio, value $1,260,807.

    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 24,674 shares
    Change vs previous 13F +7,916 shares

    0.02% of the 13F portfolio, value $1,045,695.

    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 16,758 shares
    Change vs previous 13F +1,838 shares

    0.02% of the 13F portfolio, value $687,254.

    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 14,920 shares
    Change vs previous 13F +3,655 shares

    0.02% of the 13F portfolio, value $564,374.

    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 11,265 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $433,477.

    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).