Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 73,906 PHYS 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 73,906 shares
    Change vs previous 13F -15,098 shares

    0.04% of the 13F portfolio, value $2,229,744.

    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 89,004 shares
    Change vs previous 13F +4,686 shares

    0.11% of the 13F portfolio, value $3,154,302.

    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 84,318 shares
    Change vs previous 13F +7,109 shares

    0.07% of the 13F portfolio, value $2,774,274.

    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 77,209 shares
    Change vs previous 13F +7,824 shares

    0.04% of the 13F portfolio, value $2,286,931.

    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 69,385 shares
    Change vs previous 13F +9,617 shares

    0.04% of the 13F portfolio, value $1,758,910.

    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 59,768 shares
    Change vs previous 13F +17,637 shares

    0.04% of the 13F portfolio, value $1,438,018.

    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 42,131 shares
    Change vs previous 13F +519 shares

    0.03% of the 13F portfolio, value $848,518.

    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 41,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $848,053.

    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).