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

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

J.W. COLE ADVISORS, INC. held 126,502 SPSM 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 126,502 shares
    Change vs previous 13F -679 shares

    0.13% of the 13F portfolio, value $7,295,347.

    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 127,181 shares
    Change vs previous 13F -4,776 shares

    0.21% of the 13F portfolio, value $6,145,363.

    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 131,957 shares
    Change vs previous 13F -2,861 shares

    0.14% of the 13F portfolio, value $5,948,151.

    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 134,818 shares
    Change vs previous 13F +634 shares

    0.12% of the 13F portfolio, value $6,244,790.

    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 134,184 shares
    Change vs previous 13F +2,118 shares

    0.12% of the 13F portfolio, value $5,716,239.

    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 132,066 shares
    Change vs previous 13F +12,152 shares

    0.17% of the 13F portfolio, value $5,383,006.

    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 119,914 shares
    Change vs previous 13F +7,273 shares

    0.22% of the 13F portfolio, value $5,386,521.

    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 112,641 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,126,271.

    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).