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

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

J.W. COLE ADVISORS, INC. held 233,631 PSLV 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 233,631 shares
    Change vs previous 13F -32,169 shares

    0.08% of the 13F portfolio, value $4,408,612.

    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 265,800 shares
    Change vs previous 13F -10,898 shares

    0.22% of the 13F portfolio, value $6,482,867.

    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 276,698 shares
    Change vs previous 13F +139,747 shares

    0.15% of the 13F portfolio, value $6,260,133.

    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 136,951 shares
    Change vs previous 13F +2,384 shares

    0.04% of the 13F portfolio, value $2,150,123.

    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 134,567 shares
    Change vs previous 13F +21,768 shares

    0.04% of the 13F portfolio, value $1,647,099.

    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 112,799 shares
    Change vs previous 13F +57,551 shares

    0.04% of the 13F portfolio, value $1,308,469.

    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 55,248 shares
    Change vs previous 13F +32,700 shares

    0.02% of the 13F portfolio, value $533,146.

    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 22,548 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,627.

    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).