Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 11,037 SRLN 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 11,037 shares
    Change vs previous 13F -2,335 shares

    0.01% of the 13F portfolio, value $444,673.

    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 13,372 shares
    Change vs previous 13F -3,289 shares

    0.02% of the 13F portfolio, value $536,767.

    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 16,661 shares
    Change vs previous 13F -1,785 shares

    0.01% of the 13F portfolio, value $613,907.

    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 18,446 shares
    Change vs previous 13F -2,939 shares

    0.01% of the 13F portfolio, value $766,966.

    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 21,385 shares
    Change vs previous 13F +2,377 shares

    0.02% of the 13F portfolio, value $889,402.

    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 19,008 shares
    Change vs previous 13F +2,983 shares

    0.02% of the 13F portfolio, value $781,788.

    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 16,025 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $668,715.

    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 15,686 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $655,030.

    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).