Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 12,639 QDEF 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 12,639 shares
    Change vs previous 13F +365 shares

    0.02% of the 13F portfolio, value $1,099,900.

    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 12,274 shares
    Change vs previous 13F -547 shares

    0.03% of the 13F portfolio, value $979,672.

    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 12,821 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $1,019,815.

    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 12,828 shares
    Change vs previous 13F -314 shares

    0.02% of the 13F portfolio, value $1,026,017.

    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 13,142 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $973,186.

    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 12,910 shares
    Change vs previous 13F -192 shares

    0.03% of the 13F portfolio, value $902,313.

    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 13,102 shares
    Change vs previous 13F +234 shares

    0.04% of the 13F portfolio, value $920,081.

    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 12,868 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $920,203.

    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).