Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 34,129 ISTB 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 34,129 shares
    Change vs previous 13F +226 shares

    0.03% of the 13F portfolio, value $1,646,720.

    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 33,903 shares
    Change vs previous 13F -2,192 shares

    0.06% of the 13F portfolio, value $1,642,958.

    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 36,095 shares
    Change vs previous 13F -507 shares

    0.04% of the 13F portfolio, value $1,734,418.

    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 36,602 shares
    Change vs previous 13F -869 shares

    0.03% of the 13F portfolio, value $1,787,636.

    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 37,471 shares
    Change vs previous 13F +4,566 shares

    0.04% of the 13F portfolio, value $1,822,957.

    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 32,905 shares
    Change vs previous 13F +2,517 shares

    0.05% of the 13F portfolio, value $1,590,964.

    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 30,388 shares
    Change vs previous 13F -1,234 shares

    0.06% of the 13F portfolio, value $1,451,628.

    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 31,622 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,539,335.

    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).