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

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

J.W. COLE ADVISORS, INC. held 80,047 SPLV 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 80,047 shares
    Change vs previous 13F +3,029 shares

    0.1% of the 13F portfolio, value $5,995,483.

    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 77,018 shares
    Change vs previous 13F -7,222 shares

    0.19% of the 13F portfolio, value $5,633,090.

    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 84,240 shares
    Change vs previous 13F -210 shares

    0.11% of the 13F portfolio, value $4,630,238.

    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 84,450 shares
    Change vs previous 13F -9,878 shares

    0.12% of the 13F portfolio, value $6,205,406.

    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 94,328 shares
    Change vs previous 13F +26,359 shares

    0.15% of the 13F portfolio, value $6,868,962.

    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 67,969 shares
    Change vs previous 13F -17,076 shares

    0.16% of the 13F portfolio, value $5,078,636.

    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 85,045 shares
    Change vs previous 13F -3,735 shares

    0.24% of the 13F portfolio, value $5,953,141.

    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 88,780 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,368,176.

    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).