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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 26,697 OBDC 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 26,697 shares
    Change vs previous 13F -4,490 shares

    <0.01% of the 13F portfolio, value $290,199.

    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 31,187 shares
    Change vs previous 13F +4,085 shares

    0.01% of the 13F portfolio, value $344,925.

    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 27,102 shares
    Change vs previous 13F +12,516 shares

    <0.01% of the 13F portfolio, value $173,290.

    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 14,586 shares
    Change vs previous 13F -9,113 shares

    <0.01% of the 13F portfolio, value $186,261.

    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 23,699 shares
    Change vs previous 13F -3,133 shares

    0.01% of the 13F portfolio, value $339,840.

    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 26,832 shares
    Change vs previous 13F +11,277 shares

    0.01% of the 13F portfolio, value $393,362.

    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 15,555 shares
    Change vs previous 13F -554 shares

    0.01% of the 13F portfolio, value $235,194.

    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 16,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,703.

    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).