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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 33,810 IDEV 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 33,810 shares
    Change vs previous 13F -602 shares

    0.05% of the 13F portfolio, value $3,009,425.

    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 34,412 shares
    Change vs previous 13F +545 shares

    0.1% of the 13F portfolio, value $2,875,812.

    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 33,867 shares
    Change vs previous 13F +5,158 shares

    0.07% of the 13F portfolio, value $2,727,945.

    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 28,709 shares
    Change vs previous 13F +5,781 shares

    0.04% of the 13F portfolio, value $2,301,617.

    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 22,928 shares
    Change vs previous 13F +11,610 shares

    0.04% of the 13F portfolio, value $1,743,461.

    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 11,318 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $779,724.

    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).