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

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

J.W. COLE ADVISORS, INC. held 66,660 IEMG 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 66,660 shares
    Change vs previous 13F -10,790 shares

    0.09% of the 13F portfolio, value $5,522,100.

    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 77,450 shares
    Change vs previous 13F -1,281 shares

    0.18% of the 13F portfolio, value $5,402,148.

    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 78,731 shares
    Change vs previous 13F -2,522 shares

    0.12% of the 13F portfolio, value $4,880,382.

    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 81,253 shares
    Change vs previous 13F +13,059 shares

    0.1% of the 13F portfolio, value $5,356,216.

    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 68,194 shares
    Change vs previous 13F +31,109 shares

    0.09% of the 13F portfolio, value $4,093,665.

    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 37,085 shares
    Change vs previous 13F -14,864 shares

    0.06% of the 13F portfolio, value $2,001,465.

    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 51,949 shares
    Change vs previous 13F -1,396 shares

    0.11% of the 13F portfolio, value $2,712,766.

    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 53,345 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,062,517.

    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).