Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 69,739 SHYG 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 69,739 shares
    Change vs previous 13F +8,114 shares

    0.05% of the 13F portfolio, value $2,957,617.

    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 61,625 shares
    Change vs previous 13F +3,838 shares

    0.09% of the 13F portfolio, value $2,607,363.

    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 57,787 shares
    Change vs previous 13F +13,198 shares

    0.05% of the 13F portfolio, value $2,080,954.

    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 44,589 shares
    Change vs previous 13F +23,097 shares

    0.04% of the 13F portfolio, value $1,930,692.

    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 21,492 shares
    Change vs previous 13F +1,034 shares

    0.02% of the 13F portfolio, value $927,171.

    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 20,458 shares
    Change vs previous 13F +1,701 shares

    0.03% of the 13F portfolio, value $869,877.

    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 18,757 shares
    Change vs previous 13F +1,951 shares

    0.03% of the 13F portfolio, value $799,245.

    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 16,806 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $729,707.

    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).