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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 39,474 SMH 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 39,474 shares
    Change vs previous 13F +4,547 shares

    0.44% of the 13F portfolio, value $25,890,734.

    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 34,927 shares
    Change vs previous 13F +2,286 shares

    0.45% of the 13F portfolio, value $13,391,042.

    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 32,641 shares
    Change vs previous 13F +805 shares

    0.2% of the 13F portfolio, value $8,145,927.

    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 31,836 shares
    Change vs previous 13F -2,865 shares

    0.2% of the 13F portfolio, value $10,389,878.

    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 34,701 shares
    Change vs previous 13F +11,086 shares

    0.21% of the 13F portfolio, value $9,677,496.

    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 23,615 shares
    Change vs previous 13F -18,052 shares

    0.15% of the 13F portfolio, value $4,993,879.

    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 41,667 shares
    Change vs previous 13F +452 shares

    0.41% of the 13F portfolio, value $10,090,442.

    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 41,215 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $10,116,440.

    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).