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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 111,221 PLTR 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 111,221 shares
    Change vs previous 13F +15,244 shares

    0.22% of the 13F portfolio, value $12,976,107.

    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 95,977 shares
    Change vs previous 13F -16,856 shares

    0.47% of the 13F portfolio, value $14,039,583.

    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 112,833 shares
    Change vs previous 13F -1,772 shares

    0.37% of the 13F portfolio, value $15,360,622.

    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 114,605 shares
    Change vs previous 13F +7,093 shares

    0.4% of the 13F portfolio, value $20,906,309.

    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 107,512 shares
    Change vs previous 13F +33,555 shares

    0.31% of the 13F portfolio, value $14,656,009.

    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 73,957 shares
    Change vs previous 13F +13,822 shares

    0.19% of the 13F portfolio, value $6,241,971.

    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 60,135 shares
    Change vs previous 13F +1,016 shares

    0.18% of the 13F portfolio, value $4,548,011.

    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 59,119 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,199,227.

    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).