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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 21,879 MTUM 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 21,879 shares
    Change vs previous 13F -1,202 shares

    0.13% of the 13F portfolio, value $7,500,666.

    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 23,081 shares
    Change vs previous 13F +881 shares

    0.19% of the 13F portfolio, value $5,539,111.

    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 22,200 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $5,067,371.

    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 22,191 shares
    Change vs previous 13F +3,297 shares

    0.11% of the 13F portfolio, value $5,690,908.

    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 18,894 shares
    Change vs previous 13F +1,798 shares

    0.1% of the 13F portfolio, value $4,540,552.

    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 17,096 shares
    Change vs previous 13F +7,607 shares

    0.11% of the 13F portfolio, value $3,455,597.

    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 9,489 shares
    Change vs previous 13F +41 shares

    0.08% of the 13F portfolio, value $1,963,588.

    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 9,448 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,915,750.

    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).