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

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

J.W. COLE ADVISORS, INC. held 263,550 PULS 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 263,550 shares
    Change vs previous 13F +16,333 shares

    0.22% of the 13F portfolio, value $13,058,899.

    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 247,217 shares
    Change vs previous 13F +24,589 shares

    0.41% of the 13F portfolio, value $12,237,225.

    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 222,628 shares
    Change vs previous 13F +28,388 shares

    0.27% of the 13F portfolio, value $11,025,996.

    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 194,240 shares
    Change vs previous 13F -3,273 shares

    0.19% of the 13F portfolio, value $9,678,996.

    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 197,513 shares
    Change vs previous 13F +41,808 shares

    0.21% of the 13F portfolio, value $9,828,254.

    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 155,705 shares
    Change vs previous 13F +16,649 shares

    0.24% of the 13F portfolio, value $7,743,223.

    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 139,056 shares
    Change vs previous 13F +19,107 shares

    0.28% of the 13F portfolio, value $6,890,211.

    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 119,949 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,971,062.

    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).