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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 18,537 FYEE 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 18,537 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $535,533.

    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 18,490 shares
    Change vs previous 13F +6,357 shares

    0.02% of the 13F portfolio, value $501,639.

    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 12,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $296,349.

    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).