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

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

J.W. COLE ADVISORS, INC. held 174,312 QQQ 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 174,312 shares
    Change vs previous 13F -775 shares

    2.2% of the 13F portfolio, value $128,363,174.

    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 175,087 shares
    Change vs previous 13F -5,951 shares

    3.41% of the 13F portfolio, value $101,056,880.

    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 181,038 shares
    Change vs previous 13F -16,566 shares

    1.85% of the 13F portfolio, value $76,367,532.

    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 197,604 shares
    Change vs previous 13F +2,847 shares

    2.27% of the 13F portfolio, value $118,635,608.

    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 194,757 shares
    Change vs previous 13F +78,090 shares

    2.28% of the 13F portfolio, value $107,435,943.

    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 116,667 shares
    Change vs previous 13F +2,732 shares

    1.7% of the 13F portfolio, value $54,707,409.

    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 113,935 shares
    Change vs previous 13F +2,713 shares

    2.35% of the 13F portfolio, value $58,246,517.

    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 111,222 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $54,284,435.

    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).