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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 47,101 META 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 47,101 shares
    Change vs previous 13F +658 shares

    0.46% of the 13F portfolio, value $26,531,771.

    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 46,443 shares
    Change vs previous 13F -2,898 shares

    0.9% of the 13F portfolio, value $26,571,275.

    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 49,341 shares
    Change vs previous 13F -1,657 shares

    0.52% of the 13F portfolio, value $21,360,493.

    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 50,998 shares
    Change vs previous 13F +1,057 shares

    0.72% of the 13F portfolio, value $37,451,864.

    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 49,941 shares
    Change vs previous 13F +18,744 shares

    0.78% of the 13F portfolio, value $36,860,907.

    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 31,197 shares
    Change vs previous 13F +3,875 shares

    0.56% of the 13F portfolio, value $17,980,574.

    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 27,322 shares
    Change vs previous 13F +672 shares

    0.65% of the 13F portfolio, value $15,997,437.

    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 26,650 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $15,255,240.

    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).