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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 32,289 PFM 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 32,289 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $1,790,581.

    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 32,279 shares
    Change vs previous 13F -676 shares

    0.06% of the 13F portfolio, value $1,649,211.

    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 32,955 shares
    Change vs previous 13F -1,102 shares

    0.04% of the 13F portfolio, value $1,675,810.

    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 34,057 shares
    Change vs previous 13F -289 shares

    0.03% of the 13F portfolio, value $1,728,132.

    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 34,346 shares
    Change vs previous 13F +201 shares

    0.04% of the 13F portfolio, value $1,654,455.

    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 34,145 shares
    Change vs previous 13F +3,055 shares

    0.05% of the 13F portfolio, value $1,563,162.

    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 31,090 shares
    Change vs previous 13F -1,041 shares

    0.06% of the 13F portfolio, value $1,425,798.

    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 32,131 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,495,687.

    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).