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

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

J.W. COLE ADVISORS, INC. held 120,656 GSBD 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 120,656 shares
    Change vs previous 13F -213 shares

    0.02% of the 13F portfolio, value $1,143,821.

    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 120,869 shares
    Change vs previous 13F +1,623 shares

    0.04% of the 13F portfolio, value $1,073,319.

    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 119,246 shares
    Change vs previous 13F +17,649 shares

    0.03% of the 13F portfolio, value $1,106,603.

    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 101,597 shares
    Change vs previous 13F +10,783 shares

    0.02% of the 13F portfolio, value $1,033,242.

    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 90,814 shares
    Change vs previous 13F +11,103 shares

    0.02% of the 13F portfolio, value $1,021,657.

    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 79,711 shares
    Change vs previous 13F +19,723 shares

    0.03% of the 13F portfolio, value $927,037.

    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 59,988 shares
    Change vs previous 13F +21,746 shares

    0.03% of the 13F portfolio, value $725,852.

    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 38,242 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $526,212.

    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).