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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 73,468 SPYG 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 73,468 shares
    Change vs previous 13F +10,949 shares

    0.15% of the 13F portfolio, value $8,741,936.

    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 62,519 shares
    Change vs previous 13F -6,881 shares

    0.21% of the 13F portfolio, value $6,121,268.

    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 69,400 shares
    Change vs previous 13F -1,665 shares

    0.09% of the 13F portfolio, value $3,728,646.

    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 71,065 shares
    Change vs previous 13F +2,815 shares

    0.14% of the 13F portfolio, value $7,426,935.

    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 68,250 shares
    Change vs previous 13F +36,288 shares

    0.14% of the 13F portfolio, value $6,505,603.

    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 31,962 shares
    Change vs previous 13F -18,489 shares

    0.08% of the 13F portfolio, value $2,568,768.

    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 50,451 shares
    Change vs previous 13F +7,926 shares

    0.18% of the 13F portfolio, value $4,434,619.

    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 42,525 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,527,063.

    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).