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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 12,481 SPIB 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 12,481 shares
    Change vs previous 13F +5,077 shares

    0.01% of the 13F portfolio, value $417,623.

    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 7,404 shares
    Change vs previous 13F -1,176 shares

    0.01% of the 13F portfolio, value $248,330.

    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 8,580 shares
    Change vs previous 13F +386 shares

    0.01% of the 13F portfolio, value $267,091.

    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 8,194 shares
    Change vs previous 13F -4,003 shares

    0.01% of the 13F portfolio, value $277,700.

    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 12,197 shares
    Change vs previous 13F +5,569 shares

    0.01% of the 13F portfolio, value $409,575.

    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 6,628 shares
    Change vs previous 13F -65,635 shares

    0.01% of the 13F portfolio, value $220,331.

    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 72,263 shares
    Change vs previous 13F +26,437 shares

    0.1% of the 13F portfolio, value $2,367,323.

    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 45,826 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,544,791.

    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).