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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 34,092 MODL 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 34,092 shares
    Change vs previous 13F +26,972 shares

    0.03% of the 13F portfolio, value $1,737,683.

    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 7,120 shares
    Change vs previous 13F -66,650 shares

    0.01% of the 13F portfolio, value $318,191.

    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 73,770 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,167,299.

    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).