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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 122,018 IQLT 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 122,018 shares
    Change vs previous 13F +4,514 shares

    0.1% of the 13F portfolio, value $6,046,011.

    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 117,504 shares
    Change vs previous 13F -4,015 shares

    0.18% of the 13F portfolio, value $5,432,190.

    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 121,519 shares
    Change vs previous 13F -3,456 shares

    0.04% of the 13F portfolio, value $1,587,212.

    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 124,975 shares
    Change vs previous 13F -1,264 shares

    0.11% of the 13F portfolio, value $5,522,605.

    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 126,239 shares
    Change vs previous 13F +82,423 shares

    0.12% of the 13F portfolio, value $5,456,052.

    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 43,816 shares
    Change vs previous 13F -63,996 shares

    0.05% of the 13F portfolio, value $1,739,056.

    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 107,812 shares
    Change vs previous 13F -1,734 shares

    0.16% of the 13F portfolio, value $4,001,984.

    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 109,546 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,545,074.

    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).