Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 51,291 SPHQ 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 51,291 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $4,621,287.

    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 51,272 shares
    Change vs previous 13F +142 shares

    0.13% of the 13F portfolio, value $3,855,162.

    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 51,130 shares
    Change vs previous 13F +1,914 shares

    0.08% of the 13F portfolio, value $3,376,999.

    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 49,216 shares
    Change vs previous 13F -5,247 shares

    0.07% of the 13F portfolio, value $3,607,043.

    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 54,463 shares
    Change vs previous 13F +1,678 shares

    0.08% of the 13F portfolio, value $3,881,055.

    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 52,785 shares
    Change vs previous 13F +6,102 shares

    0.11% of the 13F portfolio, value $3,501,779.

    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 46,683 shares
    Change vs previous 13F +4,793 shares

    0.13% of the 13F portfolio, value $3,129,142.

    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 41,890 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,817,939.

    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).