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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 30,037 ICVT 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 30,037 shares
    Change vs previous 13F +492 shares

    0.06% of the 13F portfolio, value $3,656,740.

    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 29,545 shares
    Change vs previous 13F +7,565 shares

    0.1% of the 13F portfolio, value $3,007,349.

    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 21,980 shares
    Change vs previous 13F +1,553 shares

    0.05% of the 13F portfolio, value $2,165,000.

    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 20,427 shares
    Change vs previous 13F +1,703 shares

    0.04% of the 13F portfolio, value $2,043,687.

    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 18,724 shares
    Change vs previous 13F +286 shares

    0.04% of the 13F portfolio, value $1,687,047.

    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 18,438 shares
    Change vs previous 13F +1,415 shares

    0.05% of the 13F portfolio, value $1,541,567.

    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 17,023 shares
    Change vs previous 13F +5,830 shares

    0.06% of the 13F portfolio, value $1,446,463.

    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 11,193 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $936,522.

    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).