Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 164,746 JQUA 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 164,746 shares
    Change vs previous 13F -5,047 shares

    0.2% of the 13F portfolio, value $11,907,816.

    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 169,793 shares
    Change vs previous 13F +2,888 shares

    0.35% of the 13F portfolio, value $10,411,717.

    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 166,905 shares
    Change vs previous 13F +10,142 shares

    0.25% of the 13F portfolio, value $10,200,645.

    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 156,763 shares
    Change vs previous 13F +8,337 shares

    0.19% of the 13F portfolio, value $9,861,967.

    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 148,426 shares
    Change vs previous 13F +4,477 shares

    0.19% of the 13F portfolio, value $8,912,994.

    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 143,949 shares
    Change vs previous 13F +43,886 shares

    0.25% of the 13F portfolio, value $8,128,782.

    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 100,063 shares
    Change vs previous 13F +7,006 shares

    0.23% of the 13F portfolio, value $5,730,605.

    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 93,057 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,264,242.

    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).