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

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

J.W. COLE ADVISORS, INC. held 99,504 PPA 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 99,504 shares
    Change vs previous 13F +4,440 shares

    0.3% of the 13F portfolio, value $17,577,374.

    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 95,064 shares
    Change vs previous 13F +4,403 shares

    0.53% of the 13F portfolio, value $15,752,115.

    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 90,661 shares
    Change vs previous 13F +26,260 shares

    0.34% of the 13F portfolio, value $14,106,166.

    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 64,401 shares
    Change vs previous 13F +3,686 shares

    0.19% of the 13F portfolio, value $10,011,066.

    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 60,715 shares
    Change vs previous 13F +8,929 shares

    0.18% of the 13F portfolio, value $8,602,724.

    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 51,786 shares
    Change vs previous 13F +23,139 shares

    0.19% of the 13F portfolio, value $6,035,646.

    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 28,647 shares
    Change vs previous 13F +3,143 shares

    0.13% of the 13F portfolio, value $3,286,682.

    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 25,504 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,932,232.

    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).