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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 29,812 SDY 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 29,812 shares
    Change vs previous 13F -3,695 shares

    0.08% of the 13F portfolio, value $4,536,806.

    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 33,507 shares
    Change vs previous 13F -224 shares

    0.17% of the 13F portfolio, value $4,890,001.

    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 33,731 shares
    Change vs previous 13F -28,220 shares

    0.08% of the 13F portfolio, value $3,376,978.

    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 61,951 shares
    Change vs previous 13F -1,275 shares

    0.17% of the 13F portfolio, value $8,676,176.

    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 63,226 shares
    Change vs previous 13F +34,071 shares

    0.18% of the 13F portfolio, value $8,581,606.

    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 29,155 shares
    Change vs previous 13F -21,459 shares

    0.12% of the 13F portfolio, value $3,955,772.

    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 50,614 shares
    Change vs previous 13F -458 shares

    0.27% of the 13F portfolio, value $6,686,055.

    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 51,072 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,254,325.

    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).