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

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

J.W. COLE ADVISORS, INC. held 256,226 QQH 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 256,226 shares
    Change vs previous 13F -10,241 shares

    0.38% of the 13F portfolio, value $21,932,963.

    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 266,467 shares
    Change vs previous 13F -15,135 shares

    0.63% of the 13F portfolio, value $18,607,369.

    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 281,602 shares
    Change vs previous 13F +7,677 shares

    0.41% of the 13F portfolio, value $17,078,305.

    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 273,925 shares
    Change vs previous 13F +9,050 shares

    0.4% of the 13F portfolio, value $20,906,977.

    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 264,875 shares
    Change vs previous 13F +79,586 shares

    0.38% of the 13F portfolio, value $17,908,230.

    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 185,289 shares
    Change vs previous 13F +25,649 shares

    0.34% of the 13F portfolio, value $10,835,694.

    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 159,640 shares
    Change vs previous 13F +23,071 shares

    0.43% of the 13F portfolio, value $10,700,652.

    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 136,569 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,610,662.

    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).