J.W. COLE ADVISORS, INC.: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on IDXX, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 4,970 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,970 sharesChange vs previous 13F +81 shares
0.04% of the 13F portfolio, value $2,616,407.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,889 sharesChange vs previous 13F +36 shares
0.09% of the 13F portfolio, value $2,747,080.
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,853 sharesChange vs previous 13F +242 shares
0.07% of the 13F portfolio, value $2,971,996.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,611 sharesChange vs previous 13F +177 shares
0.06% of the 13F portfolio, value $2,945,922.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,434 sharesChange vs previous 13F +440 shares
0.05% of the 13F portfolio, value $2,378,132.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,994 sharesChange vs previous 13F +1,234 shares
0.05% of the 13F portfolio, value $1,677,280.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,760 sharesChange vs previous 13F +118 shares
0.05% of the 13F portfolio, value $1,141,094.
13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,642 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,334,792.
13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).