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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 4,411 PSA 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 4,411 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $1,404,161.

    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 4,317 shares
    Change vs previous 13F +407 shares

    0.04% of the 13F portfolio, value $1,169,472.

    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 3,910 shares
    Change vs previous 13F -1,064 shares

    0.02% of the 13F portfolio, value $940,069.

    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 4,974 shares
    Change vs previous 13F +1,816 shares

    0.03% of the 13F portfolio, value $1,436,704.

    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 3,158 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $926,755.

    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 2,877 shares
    Change vs previous 13F +916 shares

    0.03% of the 13F portfolio, value $861,147.

    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 1,961 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $587,201.

    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 1,956 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $711,731.

    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).