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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 50,122 ORCL 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 50,122 shares
    Change vs previous 13F -2,914 shares

    0.13% of the 13F portfolio, value $7,345,351.

    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 53,036 shares
    Change vs previous 13F -15,220 shares

    0.26% of the 13F portfolio, value $7,802,107.

    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 68,256 shares
    Change vs previous 13F -397 shares

    0.2% of the 13F portfolio, value $8,426,235.

    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 68,653 shares
    Change vs previous 13F +479 shares

    0.37% of the 13F portfolio, value $19,308,039.

    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 68,174 shares
    Change vs previous 13F +25,510 shares

    0.32% of the 13F portfolio, value $14,904,940.

    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 42,664 shares
    Change vs previous 13F +3,795 shares

    0.19% of the 13F portfolio, value $5,964,805.

    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 38,869 shares
    Change vs previous 13F +713 shares

    0.26% of the 13F portfolio, value $6,477,121.

    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 38,156 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,501,802.

    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).