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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 215,085 RDVI 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 215,085 shares
    Change vs previous 13F +54,803 shares

    0.11% of the 13F portfolio, value $6,323,513.

    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 160,282 shares
    Change vs previous 13F +2,535 shares

    0.14% of the 13F portfolio, value $4,095,209.

    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 157,747 shares
    Change vs previous 13F +16,500 shares

    0.1% of the 13F portfolio, value $4,029,246.

    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 141,247 shares
    Change vs previous 13F +23,233 shares

    0.07% of the 13F portfolio, value $3,651,242.

    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 118,014 shares
    Change vs previous 13F +29,971 shares

    0.06% of the 13F portfolio, value $2,916,131.

    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 88,043 shares
    Change vs previous 13F +41,936 shares

    0.06% of the 13F portfolio, value $2,088,382.

    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 46,107 shares
    Change vs previous 13F +12,093 shares

    0.05% of the 13F portfolio, value $1,117,622.

    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 34,014 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $838,107.

    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).