Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 21,469 NOW 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 21,469 shares
    Change vs previous 13F -1,758 shares

    0.04% of the 13F portfolio, value $2,131,487.

    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 23,227 shares
    Change vs previous 13F -246 shares

    0.08% of the 13F portfolio, value $2,428,430.

    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 23,473 shares
    Change vs previous 13F +17,651 shares

    0.07% of the 13F portfolio, value $2,900,653.

    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 5,822 shares
    Change vs previous 13F -839 shares

    0.1% of the 13F portfolio, value $5,357,968.

    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 6,661 shares
    Change vs previous 13F +3,280 shares

    0.15% of the 13F portfolio, value $6,848,151.

    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 3,381 shares
    Change vs previous 13F +1,079 shares

    0.08% of the 13F portfolio, value $2,691,749.

    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 2,302 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $2,440,396.

    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 2,259 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,020,427.

    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).