Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 14,083 KRE 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 14,083 shares
    Change vs previous 13F +5,635 shares

    0.02% of the 13F portfolio, value $1,054,087.

    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 8,448 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $550,370.

    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 8,343 shares
    Change vs previous 13F -887 shares

    0.01% of the 13F portfolio, value $371,716.

    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 9,230 shares
    Change vs previous 13F -2,004 shares

    0.01% of the 13F portfolio, value $584,280.

    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 11,234 shares
    Change vs previous 13F +5,395 shares

    0.01% of the 13F portfolio, value $667,210.

    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 5,839 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $331,923.

    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 5,727 shares
    Change vs previous 13F -4,868 shares

    0.01% of the 13F portfolio, value $345,598.

    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 10,595 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $599,694.

    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).