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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 1,510,792 PDI 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 1,510,792 shares
    Change vs previous 13F +1,498,024 shares

    0.43% of the 13F portfolio, value $25,230,225.

    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 12,768 shares
    Change vs previous 13F -1,613,515 shares

    0.01% of the 13F portfolio, value $218,452.

    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 1,626,283 shares
    Change vs previous 13F +57,319 shares

    0.69% of the 13F portfolio, value $28,619,626.

    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 1,568,964 shares
    Change vs previous 13F +89,505 shares

    0.59% of the 13F portfolio, value $31,065,485.

    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 1,479,459 shares
    Change vs previous 13F +51,088 shares

    0.6% of the 13F portfolio, value $28,065,328.

    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 1,428,371 shares
    Change vs previous 13F +1,324,109 shares

    0.88% of the 13F portfolio, value $28,281,738.

    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 104,262 shares
    Change vs previous 13F +14,530 shares

    0.08% of the 13F portfolio, value $1,912,164.

    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 89,732 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,818,865.

    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).