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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 14,611 PSEC 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 14,611 shares
    Change vs previous 13F -3,174 shares

    <0.01% of the 13F portfolio, value $33,751.

    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 17,785 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $46,418.

    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 17,702 shares
    Change vs previous 13F -3,628 shares

    <0.01% of the 13F portfolio, value $45,846.

    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 21,330 shares
    Change vs previous 13F -1,687 shares

    <0.01% of the 13F portfolio, value $58,659.

    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 23,017 shares
    Change vs previous 13F -549 shares

    <0.01% of the 13F portfolio, value $73,195.

    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 23,566 shares
    Change vs previous 13F +407 shares

    <0.01% of the 13F portfolio, value $96,621.

    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 23,159 shares
    Change vs previous 13F -2,265 shares

    <0.01% of the 13F portfolio, value $99,817.

    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 25,424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $136,018.

    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).