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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 18,302 PFFA 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 18,302 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $376,468.

    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 18,214 shares
    Change vs previous 13F -52,647 shares

    0.01% of the 13F portfolio, value $370,846.

    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 70,861 shares
    Change vs previous 13F -2,278 shares

    0.04% of the 13F portfolio, value $1,527,050.

    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 73,139 shares
    Change vs previous 13F +546 shares

    0.03% of the 13F portfolio, value $1,587,843.

    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 72,593 shares
    Change vs previous 13F +4,056 shares

    0.03% of the 13F portfolio, value $1,512,117.

    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 68,537 shares
    Change vs previous 13F +22,671 shares

    0.05% of the 13F portfolio, value $1,453,678.

    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 45,866 shares
    Change vs previous 13F +5,703 shares

    0.04% of the 13F portfolio, value $1,004,459.

    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 40,163 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $916,919.

    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).