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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 96,273 RIG 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 96,273 shares
    Change vs previous 13F -24,656 shares

    0.01% of the 13F portfolio, value $470,776.

    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 120,929 shares
    Change vs previous 13F +14,595 shares

    0.03% of the 13F portfolio, value $801,761.

    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 106,334 shares
    Change vs previous 13F +5,700 shares

    0.01% of the 13F portfolio, value $435,376.

    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 100,634 shares
    Change vs previous 13F +3,367 shares

    0.01% of the 13F portfolio, value $313,979.

    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 97,267 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $251,922.

    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 97,234 shares
    Change vs previous 13F +44,719 shares

    0.01% of the 13F portfolio, value $308,232.

    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 52,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $196,932.

    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).