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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 16,038 PWR 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 16,038 shares
    Change vs previous 13F +1,774 shares

    0.2% of the 13F portfolio, value $11,548,299.

    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 14,264 shares
    Change vs previous 13F -361 shares

    0.26% of the 13F portfolio, value $7,831,006.

    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 14,625 shares
    Change vs previous 13F +1,686 shares

    0.1% of the 13F portfolio, value $4,060,797.

    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 12,939 shares
    Change vs previous 13F +1,134 shares

    0.1% of the 13F portfolio, value $5,362,344.

    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 11,805 shares
    Change vs previous 13F +1,999 shares

    0.09% of the 13F portfolio, value $4,463,253.

    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 9,806 shares
    Change vs previous 13F +5,645 shares

    0.08% of the 13F portfolio, value $2,492,567.

    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 4,161 shares
    Change vs previous 13F -224 shares

    0.05% of the 13F portfolio, value $1,315,191.

    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 4,385 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,307,466.

    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).