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

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

J.W. COLE ADVISORS, INC. held 11,369 MA 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 11,369 shares
    Change vs previous 13F +31 shares

    0.1% of the 13F portfolio, value $5,839,214.

    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 11,338 shares
    Change vs previous 13F -68 shares

    0.19% of the 13F portfolio, value $5,665,289.

    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 11,406 shares
    Change vs previous 13F -814 shares

    0.14% of the 13F portfolio, value $5,890,296.

    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 12,220 shares
    Change vs previous 13F +407 shares

    0.13% of the 13F portfolio, value $6,950,625.

    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 11,813 shares
    Change vs previous 13F +1,961 shares

    0.14% of the 13F portfolio, value $6,638,248.

    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 9,852 shares
    Change vs previous 13F +3,260 shares

    0.17% of the 13F portfolio, value $5,399,962.

    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 6,592 shares
    Change vs previous 13F +448 shares

    0.14% of the 13F portfolio, value $3,471,332.

    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 6,144 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,033,783.

    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).