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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 21,972 GM 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 21,972 shares
    Change vs previous 13F -13,676 shares

    0.03% of the 13F portfolio, value $1,693,594.

    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 35,648 shares
    Change vs previous 13F -16,685 shares

    0.09% of the 13F portfolio, value $2,655,769.

    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 52,333 shares
    Change vs previous 13F +19,292 shares

    0.04% of the 13F portfolio, value $1,734,494.

    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 33,041 shares
    Change vs previous 13F -1,717 shares

    0.04% of the 13F portfolio, value $2,014,490.

    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 34,758 shares
    Change vs previous 13F +5,524 shares

    0.04% of the 13F portfolio, value $1,710,426.

    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 29,234 shares
    Change vs previous 13F +18,826 shares

    0.04% of the 13F portfolio, value $1,374,882.

    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 10,408 shares
    Change vs previous 13F -1,126 shares

    0.02% of the 13F portfolio, value $554,454.

    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 11,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $517,188.

    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).