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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 193,707 RDVY 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 193,707 shares
    Change vs previous 13F +39,276 shares

    0.27% of the 13F portfolio, value $15,701,870.

    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 154,431 shares
    Change vs previous 13F +48,433 shares

    0.36% of the 13F portfolio, value $10,544,574.

    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 105,998 shares
    Change vs previous 13F +14,615 shares

    0.18% of the 13F portfolio, value $7,334,130.

    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 91,383 shares
    Change vs previous 13F +4,293 shares

    0.12% of the 13F portfolio, value $6,146,448.

    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 87,090 shares
    Change vs previous 13F +1,597 shares

    0.12% of the 13F portfolio, value $5,464,037.

    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 85,493 shares
    Change vs previous 13F +14,772 shares

    0.16% of the 13F portfolio, value $5,004,784.

    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 70,721 shares
    Change vs previous 13F +924 shares

    0.17% of the 13F portfolio, value $4,182,414.

    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 69,797 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,132,682.

    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).