J.W. COLE ADVISORS, INC.: PAAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on PAAA, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 26,277 PAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 26,277 sharesChange vs previous 13F +26,277 shares
0.02% of the 13F portfolio, value $1,347,229.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -27,520 shares
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 27,520 sharesChange vs previous 13F -5,731 shares
0.03% of the 13F portfolio, value $1,410,652.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,251 sharesChange vs previous 13F +5,387 shares
0.03% of the 13F portfolio, value $1,712,410.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,864 sharesChange vs previous 13F +14,196 shares
0.03% of the 13F portfolio, value $1,433,623.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,668 sharesChange vs previous 13F +4,885 shares
0.02% of the 13F portfolio, value $701,282.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,783 sharesChange vs previous 13F -262 shares
0.02% of the 13F portfolio, value $449,688.
13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,045 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $463,490.
13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).