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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 110,921 IRT 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 110,921 shares
    Change vs previous 13F -11,305 shares

    0.03% of the 13F portfolio, value $1,851,271.

    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 122,226 shares
    Change vs previous 13F -18,084 shares

    0.06% of the 13F portfolio, value $1,819,939.

    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 140,310 shares
    Change vs previous 13F -7,368 shares

    0.06% of the 13F portfolio, value $2,336,877.

    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 147,678 shares
    Change vs previous 13F -2,116 shares

    0.05% of the 13F portfolio, value $2,420,444.

    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 149,794 shares
    Change vs previous 13F +5,231 shares

    0.06% of the 13F portfolio, value $2,649,861.

    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 144,563 shares
    Change vs previous 13F +109,638 shares

    0.1% of the 13F portfolio, value $3,069,080.

    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 34,925 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $692,907.

    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 35,042 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $718,363.

    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).