Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 43,182 SPMO 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 43,182 shares
    Change vs previous 13F +7,591 shares

    0.12% of the 13F portfolio, value $6,975,576.

    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 35,591 shares
    Change vs previous 13F +15,114 shares

    0.13% of the 13F portfolio, value $3,990,161.

    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 20,477 shares
    Change vs previous 13F +5,893 shares

    0.06% of the 13F portfolio, value $2,388,127.

    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 14,584 shares
    Change vs previous 13F +1,726 shares

    0.03% of the 13F portfolio, value $1,765,537.

    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 12,858 shares
    Change vs previous 13F +5,834 shares

    0.03% of the 13F portfolio, value $1,446,112.

    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 7,024 shares
    Change vs previous 13F +1,011 shares

    0.02% of the 13F portfolio, value $649,912.

    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 6,013 shares
    Change vs previous 13F -417 shares

    0.02% of the 13F portfolio, value $571,286.

    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 6,430 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $582,821.

    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).