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

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

J.W. COLE ADVISORS, INC. held 55,584 RDIV 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 55,584 shares
    Change vs previous 13F +2,146 shares

    0.06% of the 13F portfolio, value $3,223,877.

    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 53,438 shares
    Change vs previous 13F +4,466 shares

    0.1% of the 13F portfolio, value $2,974,375.

    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 48,972 shares
    Change vs previous 13F +4,944 shares

    0.06% of the 13F portfolio, value $2,548,478.

    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 44,028 shares
    Change vs previous 13F +354 shares

    0.04% of the 13F portfolio, value $2,294,762.

    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 43,674 shares
    Change vs previous 13F +642 shares

    0.04% of the 13F portfolio, value $2,089,779.

    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 43,032 shares
    Change vs previous 13F +6,079 shares

    0.07% of the 13F portfolio, value $2,100,816.

    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 36,953 shares
    Change vs previous 13F +469 shares

    0.07% of the 13F portfolio, value $1,782,982.

    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 36,484 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,821,916.

    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).