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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 378,467 LGH 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 378,467 shares
    Change vs previous 13F +336,628 shares

    0.41% of the 13F portfolio, value $24,131,063.

    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 41,839 shares
    Change vs previous 13F -360,451 shares

    0.08% of the 13F portfolio, value $2,383,102.

    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 402,290 shares
    Change vs previous 13F +5,453 shares

    0.48% of the 13F portfolio, value $19,989,637.

    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 396,837 shares
    Change vs previous 13F +14,916 shares

    0.46% of the 13F portfolio, value $23,966,969.

    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 381,921 shares
    Change vs previous 13F +100,340 shares

    0.44% of the 13F portfolio, value $20,791,771.

    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 281,581 shares
    Change vs previous 13F +45,513 shares

    0.42% of the 13F portfolio, value $13,597,561.

    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 236,068 shares
    Change vs previous 13F +20,999 shares

    0.5% of the 13F portfolio, value $12,292,060.

    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 215,069 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $10,921,196.

    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).