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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 94,444 SGOV 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 94,444 shares
    Change vs previous 13F +17,642 shares

    0.16% of the 13F portfolio, value $9,507,670.

    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 76,802 shares
    Change vs previous 13F +698 shares

    0.26% of the 13F portfolio, value $7,730,853.

    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 76,104 shares
    Change vs previous 13F -9,998 shares

    0.18% of the 13F portfolio, value $7,604,495.

    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 86,102 shares
    Change vs previous 13F +79,713 shares

    0.17% of the 13F portfolio, value $8,670,442.

    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 6,389 shares
    Change vs previous 13F -64,845 shares

    0.01% of the 13F portfolio, value $643,274.

    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 71,234 shares
    Change vs previous 13F +17,885 shares

    0.22% of the 13F portfolio, value $7,171,174.

    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 53,349 shares
    Change vs previous 13F +187 shares

    0.22% of the 13F portfolio, value $5,351,905.

    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 53,162 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,354,456.

    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).