Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 43,207 MDT 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 43,207 shares
    Change vs previous 13F -17,169 shares

    0.06% of the 13F portfolio, value $3,380,106.

    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 60,376 shares
    Change vs previous 13F +19,695 shares

    0.18% of the 13F portfolio, value $5,231,548.

    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 40,681 shares
    Change vs previous 13F -5,859 shares

    0.03% of the 13F portfolio, value $1,383,706.

    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 46,540 shares
    Change vs previous 13F +21,099 shares

    0.08% of the 13F portfolio, value $4,432,467.

    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 25,441 shares
    Change vs previous 13F +6,824 shares

    0.05% of the 13F portfolio, value $2,217,656.

    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 18,617 shares
    Change vs previous 13F +8,839 shares

    0.05% of the 13F portfolio, value $1,672,928.

    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 9,778 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $781,085.

    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 9,450 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $850,760.

    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).