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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 2,904 RFV 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 2,904 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $415,104.

    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 2,933 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $381,188.

    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 2,918 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $372,915.

    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 2,923 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $374,951.

    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 2,937 shares
    Change vs previous 13F -94 shares

    0.01% of the 13F portfolio, value $354,994.

    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 3,031 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $345,904.

    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).