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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 12,470 PGX 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 12,470 shares
    Change vs previous 13F -702 shares

    <0.01% of the 13F portfolio, value $135,172.

    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 13,172 shares
    Change vs previous 13F -939 shares

    <0.01% of the 13F portfolio, value $143,307.

    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 14,111 shares
    Change vs previous 13F -3,248 shares

    <0.01% of the 13F portfolio, value $155,404.

    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 17,359 shares
    Change vs previous 13F -4,444 shares

    <0.01% of the 13F portfolio, value $201,361.

    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 21,803 shares
    Change vs previous 13F -5,244 shares

    0.01% of the 13F portfolio, value $242,672.

    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 27,047 shares
    Change vs previous 13F +15,508 shares

    0.01% of the 13F portfolio, value $303,465.

    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 11,539 shares
    Change vs previous 13F -2,608 shares

    0.01% of the 13F portfolio, value $133,048.

    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 14,147 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $174,711.

    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).