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

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

J.W. COLE ADVISORS, INC. held 185,408 MO 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 185,408 shares
    Change vs previous 13F -1,120 shares

    0.23% of the 13F portfolio, value $13,340,081.

    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 186,528 shares
    Change vs previous 13F -7,599 shares

    0.42% of the 13F portfolio, value $12,308,975.

    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 194,127 shares
    Change vs previous 13F +14,230 shares

    0.25% of the 13F portfolio, value $10,110,735.

    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 179,897 shares
    Change vs previous 13F +313 shares

    0.23% of the 13F portfolio, value $11,883,976.

    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 179,584 shares
    Change vs previous 13F +20,640 shares

    0.22% of the 13F portfolio, value $10,528,990.

    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 158,944 shares
    Change vs previous 13F +121,292 shares

    0.3% of the 13F portfolio, value $9,539,822.

    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 37,652 shares
    Change vs previous 13F +273 shares

    0.08% of the 13F portfolio, value $1,968,850.

    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 37,379 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,907,796.

    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).