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

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

J.W. COLE ADVISORS, INC. held 133,313 MFIC 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 133,313 shares
    Change vs previous 13F +690 shares

    0.02% of the 13F portfolio, value $1,343,793.

    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 132,623 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $1,490,677.

    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 133,221 shares
    Change vs previous 13F +6,828 shares

    0.04% of the 13F portfolio, value $1,524,053.

    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 126,393 shares
    Change vs previous 13F +7,225 shares

    0.03% of the 13F portfolio, value $1,515,458.

    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 119,168 shares
    Change vs previous 13F +13,521 shares

    0.03% of the 13F portfolio, value $1,503,901.

    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 105,647 shares
    Change vs previous 13F +23,891 shares

    0.04% of the 13F portfolio, value $1,358,619.

    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 81,756 shares
    Change vs previous 13F +34,875 shares

    0.04% of the 13F portfolio, value $1,102,888.

    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 46,881 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $627,736.

    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).