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

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

J.W. COLE ADVISORS, INC. held 48,753 SLYG 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 48,753 shares
    Change vs previous 13F -1,023 shares

    0.1% of the 13F portfolio, value $5,807,976.

    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 49,776 shares
    Change vs previous 13F +554 shares

    0.16% of the 13F portfolio, value $4,809,314.

    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 49,222 shares
    Change vs previous 13F +1,003 shares

    0.11% of the 13F portfolio, value $4,387,568.

    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 48,219 shares
    Change vs previous 13F +808 shares

    0.09% of the 13F portfolio, value $4,547,536.

    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 47,411 shares
    Change vs previous 13F +1,408 shares

    0.09% of the 13F portfolio, value $4,207,751.

    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 46,003 shares
    Change vs previous 13F +33,462 shares

    0.12% of the 13F portfolio, value $3,818,287.

    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 12,541 shares
    Change vs previous 13F +902 shares

    0.05% of the 13F portfolio, value $1,133,120.

    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 11,639 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,083,705.

    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).