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

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

J.W. COLE ADVISORS, INC. held 12,711 GS 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 12,711 shares
    Change vs previous 13F +195 shares

    0.22% of the 13F portfolio, value $12,855,790.

    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 12,516 shares
    Change vs previous 13F +478 shares

    0.36% of the 13F portfolio, value $10,588,352.

    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 12,038 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $8,294,650.

    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 12,074 shares
    Change vs previous 13F -455 shares

    0.18% of the 13F portfolio, value $9,615,534.

    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 12,529 shares
    Change vs previous 13F +2,668 shares

    0.19% of the 13F portfolio, value $8,867,392.

    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 9,861 shares
    Change vs previous 13F +1,980 shares

    0.17% of the 13F portfolio, value $5,386,919.

    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 7,881 shares
    Change vs previous 13F +715 shares

    0.18% of the 13F portfolio, value $4,512,993.

    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 7,166 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,547,829.

    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).