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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 19,033 OTIS 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 19,033 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $1,362,749.

    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 19,058 shares
    Change vs previous 13F +258 shares

    0.05% of the 13F portfolio, value $1,469,005.

    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 18,800 shares
    Change vs previous 13F -1,786 shares

    0.04% of the 13F portfolio, value $1,624,866.

    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 20,586 shares
    Change vs previous 13F +1,898 shares

    0.04% of the 13F portfolio, value $1,882,178.

    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 18,688 shares
    Change vs previous 13F +3,386 shares

    0.04% of the 13F portfolio, value $1,850,478.

    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 15,302 shares
    Change vs previous 13F +8,097 shares

    0.05% of the 13F portfolio, value $1,579,154.

    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 7,205 shares
    Change vs previous 13F +63 shares

    0.03% of the 13F portfolio, value $667,236.

    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 7,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $742,369.

    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).