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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 24,386 PLUG 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 24,386 shares
    Change vs previous 13F -4,663 shares

    <0.01% of the 13F portfolio, value $66,086.

    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 29,049 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $65,651.

    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 28,835 shares
    Change vs previous 13F +4,200 shares

    <0.01% of the 13F portfolio, value $54,244.

    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 24,635 shares
    Change vs previous 13F -2,061 shares

    <0.01% of the 13F portfolio, value $57,400.

    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 26,696 shares
    Change vs previous 13F +1,412 shares

    <0.01% of the 13F portfolio, value $39,777.

    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 25,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,133.

    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).