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

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

J.W. COLE ADVISORS, INC. held 34,105 SPHD 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 34,105 shares
    Change vs previous 13F +1,391 shares

    0.03% of the 13F portfolio, value $1,733,921.

    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 32,714 shares
    Change vs previous 13F +2,763 shares

    0.05% of the 13F portfolio, value $1,622,923.

    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 29,951 shares
    Change vs previous 13F -104 shares

    0.03% of the 13F portfolio, value $1,419,787.

    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 30,055 shares
    Change vs previous 13F +6,662 shares

    0.03% of the 13F portfolio, value $1,486,223.

    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 23,393 shares
    Change vs previous 13F -2,043 shares

    0.02% of the 13F portfolio, value $1,112,553.

    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 25,436 shares
    Change vs previous 13F +12,563 shares

    0.04% of the 13F portfolio, value $1,277,667.

    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 12,873 shares
    Change vs previous 13F +4,377 shares

    0.03% of the 13F portfolio, value $621,887.

    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 8,496 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $429,631.

    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).