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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 697,745 JAAA 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 697,745 shares
    Change vs previous 13F +43,676 shares

    0.6% of the 13F portfolio, value $35,229,140.

    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 654,069 shares
    Change vs previous 13F +56,515 shares

    1.11% of the 13F portfolio, value $32,945,442.

    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 597,554 shares
    Change vs previous 13F +82,650 shares

    0.73% of the 13F portfolio, value $30,189,585.

    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 514,904 shares
    Change vs previous 13F +41,219 shares

    0.5% of the 13F portfolio, value $26,146,829.

    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 473,685 shares
    Change vs previous 13F +7,065 shares

    0.51% of the 13F portfolio, value $24,039,502.

    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 466,620 shares
    Change vs previous 13F +296,150 shares

    0.73% of the 13F portfolio, value $23,662,311.

    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 170,470 shares
    Change vs previous 13F +64,530 shares

    0.35% of the 13F portfolio, value $8,644,516.

    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 105,940 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,390,227.

    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).