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

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

J.W. COLE ADVISORS, INC. held 42,011 IBIT 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 42,011 shares
    Change vs previous 13F -8,226 shares

    0.02% of the 13F portfolio, value $1,398,561.

    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 50,237 shares
    Change vs previous 13F +1,782 shares

    0.07% of the 13F portfolio, value $1,930,123.

    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 48,455 shares
    Change vs previous 13F -1,549 shares

    0.05% of the 13F portfolio, value $2,169,655.

    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 50,004 shares
    Change vs previous 13F +8,260 shares

    0.06% of the 13F portfolio, value $3,250,260.

    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 41,744 shares
    Change vs previous 13F +17,325 shares

    0.05% of the 13F portfolio, value $2,555,154.

    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 24,419 shares
    Change vs previous 13F +13,581 shares

    0.04% of the 13F portfolio, value $1,143,053.

    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 10,838 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $574,930.

    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).