Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 26,348 MLPA 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 26,348 shares
    Change vs previous 13F +234 shares

    0.02% of the 13F portfolio, value $1,398,572.

    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 26,114 shares
    Change vs previous 13F +903 shares

    0.05% of the 13F portfolio, value $1,406,748.

    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 25,211 shares
    Change vs previous 13F +1,974 shares

    0.02% of the 13F portfolio, value $960,434.

    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 23,237 shares
    Change vs previous 13F +1,252 shares

    0.02% of the 13F portfolio, value $1,125,127.

    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 21,985 shares
    Change vs previous 13F +2,169 shares

    0.02% of the 13F portfolio, value $1,103,633.

    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 19,816 shares
    Change vs previous 13F +4,465 shares

    0.03% of the 13F portfolio, value $1,054,785.

    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 15,351 shares
    Change vs previous 13F +1,810 shares

    0.03% of the 13F portfolio, value $758,498.

    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 13,541 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $649,674.

    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).