J.W. COLE ADVISORS, INC.: SPYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on SPYD, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 14,264 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 14,264 sharesChange vs previous 13F +218 shares
0.01% of the 13F portfolio, value $680,538.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,046 sharesChange vs previous 13F +720 shares
0.02% of the 13F portfolio, value $639,371.
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,326 sharesChange vs previous 13F +248 shares
0.01% of the 13F portfolio, value $550,073.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,078 sharesChange vs previous 13F +742 shares
0.01% of the 13F portfolio, value $575,450.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,336 sharesChange vs previous 13F -342 shares
0.01% of the 13F portfolio, value $523,557.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,678 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $561,131.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).