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

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

J.W. COLE ADVISORS, INC. held 159,122 PECO 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 159,122 shares
    Change vs previous 13F -2,217 shares

    0.11% of the 13F portfolio, value $6,622,677.

    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 161,339 shares
    Change vs previous 13F -11,826 shares

    0.2% of the 13F portfolio, value $6,037,317.

    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 173,165 shares
    Change vs previous 13F -30,062 shares

    0.14% of the 13F portfolio, value $5,583,444.

    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 203,227 shares
    Change vs previous 13F -2,063 shares

    0.13% of the 13F portfolio, value $6,976,778.

    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 205,290 shares
    Change vs previous 13F +11,845 shares

    0.15% of the 13F portfolio, value $7,191,302.

    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 193,445 shares
    Change vs previous 13F +126,912 shares

    0.22% of the 13F portfolio, value $7,058,791.

    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 66,533 shares
    Change vs previous 13F -2,222 shares

    0.1% of the 13F portfolio, value $2,492,336.

    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 68,755 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,592,752.

    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).