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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 146,382 SLV 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 146,382 shares
    Change vs previous 13F -779 shares

    0.13% of the 13F portfolio, value $7,827,030.

    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 147,161 shares
    Change vs previous 13F -5,592 shares

    0.34% of the 13F portfolio, value $10,027,521.

    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 152,753 shares
    Change vs previous 13F +52,236 shares

    0.13% of the 13F portfolio, value $5,342,260.

    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 100,517 shares
    Change vs previous 13F +13,980 shares

    0.08% of the 13F portfolio, value $4,258,888.

    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 86,537 shares
    Change vs previous 13F +21,710 shares

    0.06% of the 13F portfolio, value $2,839,290.

    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 64,827 shares
    Change vs previous 13F +9,234 shares

    0.06% of the 13F portfolio, value $2,008,976.

    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 55,593 shares
    Change vs previous 13F -7,884 shares

    0.06% of the 13F portfolio, value $1,463,775.

    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 63,477 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,803,376.

    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).