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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 17,989 SGOL 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 17,989 shares
    Change vs previous 13F -2,918 shares

    0.01% of the 13F portfolio, value $687,719.

    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 20,907 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $932,870.

    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 20,940 shares
    Change vs previous 13F +6,028 shares

    0.02% of the 13F portfolio, value $823,942.

    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 14,912 shares
    Change vs previous 13F +7,713 shares

    0.01% of the 13F portfolio, value $548,911.

    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 7,199 shares
    Change vs previous 13F -6,442 shares

    <0.01% of the 13F portfolio, value $227,056.

    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 13,641 shares
    Change vs previous 13F +1,688 shares

    0.01% of the 13F portfolio, value $406,775.

    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 11,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,423.

    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).