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

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

J.W. COLE ADVISORS, INC. held 40,925 QUAL 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 40,925 shares
    Change vs previous 13F -4,617 shares

    0.15% of the 13F portfolio, value $8,980,120.

    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 45,542 shares
    Change vs previous 13F +130 shares

    0.29% of the 13F portfolio, value $8,735,445.

    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 45,412 shares
    Change vs previous 13F -3,161 shares

    0.2% of the 13F portfolio, value $8,250,725.

    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 48,573 shares
    Change vs previous 13F +4,390 shares

    0.18% of the 13F portfolio, value $9,447,385.

    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 44,183 shares
    Change vs previous 13F +5,196 shares

    0.17% of the 13F portfolio, value $8,077,610.

    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 38,987 shares
    Change vs previous 13F +7,907 shares

    0.21% of the 13F portfolio, value $6,662,470.

    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 31,080 shares
    Change vs previous 13F -942 shares

    0.22% of the 13F portfolio, value $5,534,664.

    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 32,022 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,741,460.

    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).