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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 8,280 NBIS 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 8,280 shares
    Change vs previous 13F -3,040 shares

    0.04% of the 13F portfolio, value $2,286,637.

    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 11,320 shares
    Change vs previous 13F -3,854 shares

    0.04% of the 13F portfolio, value $1,174,563.

    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 15,174 shares
    Change vs previous 13F -18,314 shares

    0.01% of the 13F portfolio, value $332,560.

    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 33,488 shares
    Change vs previous 13F +18,533 shares

    0.07% of the 13F portfolio, value $3,759,698.

    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 14,955 shares
    Change vs previous 13F +3,600 shares

    0.02% of the 13F portfolio, value $827,460.

    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 11,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,704.

    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).