Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 28,494 IRM 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 28,494 shares
    Change vs previous 13F -956 shares

    0.06% of the 13F portfolio, value $3,599,098.

    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 29,450 shares
    Change vs previous 13F -1,407 shares

    0.1% of the 13F portfolio, value $3,008,053.

    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 30,857 shares
    Change vs previous 13F -2,739 shares

    0.03% of the 13F portfolio, value $1,357,254.

    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 33,596 shares
    Change vs previous 13F +11,893 shares

    0.07% of the 13F portfolio, value $3,424,750.

    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 21,703 shares
    Change vs previous 13F +7,340 shares

    0.05% of the 13F portfolio, value $2,226,072.

    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 14,363 shares
    Change vs previous 13F +5,684 shares

    0.04% of the 13F portfolio, value $1,235,781.

    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 8,679 shares
    Change vs previous 13F -887 shares

    0.04% of the 13F portfolio, value $912,193.

    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 9,566 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,136,786.

    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).