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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 0 ICLO shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -16,223 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 16,223 shares
    Change vs previous 13F -12,675 shares

    0.01% of the 13F portfolio, value $414,509.

    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).

  3. period ended2025-09-30
    13F 28,898 shares
    Change vs previous 13F -55,878 shares

    0.01% of the 13F portfolio, value $740,070.

    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).

  4. period ended2025-06-30
    13F 84,776 shares
    Change vs previous 13F -183,944 shares

    0.05% of the 13F portfolio, value $2,166,885.

    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).

  5. period ended2025-03-31
    13F 268,720 shares
    Change vs previous 13F +167,092 shares

    0.21% of the 13F portfolio, value $6,849,682.

    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).

  6. period ended2024-12-31
    13F 101,628 shares
    Change vs previous 13F -3,430 shares

    0.11% of the 13F portfolio, value $2,605,738.

    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).

  7. period ended2024-09-30
    13F 105,058 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,693,690.

    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).