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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 76,158 IUSB 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 76,158 shares
    Change vs previous 13F +16,998 shares

    0.06% of the 13F portfolio, value $3,514,694.

    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 59,160 shares
    Change vs previous 13F +4,839 shares

    0.09% of the 13F portfolio, value $2,732,588.

    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 54,321 shares
    Change vs previous 13F +2,833 shares

    0.06% of the 13F portfolio, value $2,506,178.

    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 51,488 shares
    Change vs previous 13F +22,735 shares

    0.05% of the 13F portfolio, value $2,404,986.

    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 28,753 shares
    Change vs previous 13F +3,052 shares

    0.03% of the 13F portfolio, value $1,329,244.

    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 25,701 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,184,310.

    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).