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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 7,612 SPGP 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 7,612 shares
    Change vs previous 13F -3,748 shares

    0.02% of the 13F portfolio, value $930,892.

    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 11,360 shares
    Change vs previous 13F -625 shares

    0.04% of the 13F portfolio, value $1,222,586.

    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 11,985 shares
    Change vs previous 13F -2,141 shares

    0.03% of the 13F portfolio, value $1,364,653.

    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 14,126 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $1,604,966.

    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 14,090 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $1,517,485.

    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 14,059 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,404,258.

    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).