Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 125,871 SPY 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 125,871 shares
    Change vs previous 13F -784 shares

    1.61% of the 13F portfolio, value $93,996,913.

    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 126,655 shares
    Change vs previous 13F +1,811 shares

    2.78% of the 13F portfolio, value $82,368,831.

    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 124,844 shares
    Change vs previous 13F -4,200 shares

    1.63% of the 13F portfolio, value $67,162,205.

    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 129,044 shares
    Change vs previous 13F +1,294 shares

    1.65% of the 13F portfolio, value $85,966,400.

    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 127,750 shares
    Change vs previous 13F +24,239 shares

    1.68% of the 13F portfolio, value $78,930,116.

    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 103,511 shares
    Change vs previous 13F +14,165 shares

    1.8% of the 13F portfolio, value $57,903,083.

    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 89,346 shares
    Change vs previous 13F +2,710 shares

    2.11% of the 13F portfolio, value $52,363,785.

    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 86,636 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $49,707,901.

    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).