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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 23,827 GRID 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 23,827 shares
    Change vs previous 13F +3,005 shares

    0.08% of the 13F portfolio, value $4,568,845.

    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 20,822 shares
    Change vs previous 13F +1,736 shares

    0.12% of the 13F portfolio, value $3,406,134.

    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 19,086 shares
    Change vs previous 13F +9,032 shares

    0.06% of the 13F portfolio, value $2,615,628.

    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 10,054 shares
    Change vs previous 13F +6,618 shares

    0.03% of the 13F portfolio, value $1,518,891.

    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 3,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $477,722.

    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).