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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 18,104 SMLF 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 18,104 shares
    Change vs previous 13F -483 shares

    0.03% of the 13F portfolio, value $1,613,759.

    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 18,587 shares
    Change vs previous 13F +26 shares

    0.05% of the 13F portfolio, value $1,403,165.

    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 18,561 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $1,349,546.

    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 18,547 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $1,378,950.

    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 18,647 shares
    Change vs previous 13F -3,111 shares

    0.03% of the 13F portfolio, value $1,267,079.

    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 21,758 shares
    Change vs previous 13F +2,392 shares

    0.04% of the 13F portfolio, value $1,352,498.

    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 19,366 shares
    Change vs previous 13F +4,907 shares

    0.05% of the 13F portfolio, value $1,307,171.

    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 14,459 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $959,345.

    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).