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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 23,912 SOFI 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 23,912 shares
    Change vs previous 13F +835 shares

    0.01% of the 13F portfolio, value $428,742.

    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 23,077 shares
    Change vs previous 13F +1,047 shares

    0.01% of the 13F portfolio, value $366,463.

    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 22,030 shares
    Change vs previous 13F -7,752 shares

    0.01% of the 13F portfolio, value $535,617.

    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 29,782 shares
    Change vs previous 13F +6,496 shares

    0.02% of the 13F portfolio, value $786,841.

    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 23,286 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $424,038.

    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 23,496 shares
    Change vs previous 13F +11,454 shares

    0.01% of the 13F portfolio, value $273,258.

    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 12,042 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $185,447.

    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 11,664 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $91,679.

    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).