Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 39,190 GUG 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 39,190 shares
    Change vs previous 13F +21,920 shares

    0.01% of the 13F portfolio, value $626,253.

    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 17,270 shares
    Change vs previous 13F -21,745 shares

    0.01% of the 13F portfolio, value $262,849.

    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 39,015 shares
    Change vs previous 13F -384 shares

    0.01% of the 13F portfolio, value $333,350.

    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 39,399 shares
    Change vs previous 13F +993 shares

    0.01% of the 13F portfolio, value $614,630.

    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 38,406 shares
    Change vs previous 13F +11,515 shares

    0.01% of the 13F portfolio, value $600,674.

    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 26,891 shares
    Change vs previous 13F -16,716 shares

    0.01% of the 13F portfolio, value $405,250.

    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 43,607 shares
    Change vs previous 13F +3,754 shares

    0.03% of the 13F portfolio, value $648,432.

    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 39,853 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $659,572.

    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).