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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 24,425 MFC 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 24,425 shares
    Change vs previous 13F +91 shares

    0.02% of the 13F portfolio, value $989,440.

    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 24,334 shares
    Change vs previous 13F -167 shares

    0.03% of the 13F portfolio, value $838,051.

    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 24,501 shares
    Change vs previous 13F -2,419 shares

    0.02% of the 13F portfolio, value $888,892.

    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 26,920 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $838,549.

    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 26,967 shares
    Change vs previous 13F +2,703 shares

    0.02% of the 13F portfolio, value $861,864.

    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 24,264 shares
    Change vs previous 13F +9,325 shares

    0.02% of the 13F portfolio, value $755,822.

    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 14,939 shares
    Change vs previous 13F +1,607 shares

    0.02% of the 13F portfolio, value $458,772.

    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 13,332 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $393,962.

    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).