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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 24,152 IHDG 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 24,152 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $1,265,095.

    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 24,091 shares
    Change vs previous 13F -501 shares

    0.04% of the 13F portfolio, value $1,159,962.

    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 24,592 shares
    Change vs previous 13F -1,627 shares

    0.02% of the 13F portfolio, value $992,488.

    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 26,219 shares
    Change vs previous 13F -2,681 shares

    0.02% of the 13F portfolio, value $1,208,148.

    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 28,900 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $1,301,927.

    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 28,794 shares
    Change vs previous 13F -13,791 shares

    0.04% of the 13F portfolio, value $1,249,645.

    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 42,585 shares
    Change vs previous 13F +381 shares

    0.07% of the 13F portfolio, value $1,851,157.

    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 42,204 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,928,708.

    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).