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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 73,087 SPYM 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 73,087 shares
    Change vs previous 13F -1,643 shares

    0.11% of the 13F portfolio, value $6,422,907.

    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 74,730 shares
    Change vs previous 13F -70 shares

    0.19% of the 13F portfolio, value $5,719,856.

    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 74,800 shares
    Change vs previous 13F +5,526 shares

    0.05% of the 13F portfolio, value $2,158,527.

    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 69,274 shares
    Change vs previous 13F +360 shares

    0.1% of the 13F portfolio, value $5,426,904.

    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 68,914 shares
    Change vs previous 13F +49,674 shares

    0.11% of the 13F portfolio, value $5,009,344.

    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 19,240 shares
    Change vs previous 13F -40,555 shares

    0.04% of the 13F portfolio, value $1,265,225.

    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 59,795 shares
    Change vs previous 13F +16,127 shares

    0.17% of the 13F portfolio, value $4,122,221.

    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 43,668 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,948,063.

    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).