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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 387,461 ICSH 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 387,461 shares
    Change vs previous 13F +28,228 shares

    0.34% of the 13F portfolio, value $19,597,753.

    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 359,233 shares
    Change vs previous 13F +4,773 shares

    0.61% of the 13F portfolio, value $18,184,355.

    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 354,460 shares
    Change vs previous 13F +23,374 shares

    0.35% of the 13F portfolio, value $14,493,072.

    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 331,086 shares
    Change vs previous 13F +31,040 shares

    0.32% of the 13F portfolio, value $16,802,643.

    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 300,046 shares
    Change vs previous 13F +96,168 shares

    0.32% of the 13F portfolio, value $15,215,316.

    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 203,878 shares
    Change vs previous 13F -16,053 shares

    0.32% of the 13F portfolio, value $10,336,605.

    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 219,931 shares
    Change vs previous 13F +41,340 shares

    0.45% of the 13F portfolio, value $11,091,092.

    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 178,591 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,061,743.

    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).