Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 11,408 STIP 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 11,408 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $1,165,406.

    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 11,457 shares
    Change vs previous 13F +324 shares

    0.04% of the 13F portfolio, value $1,184,976.

    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 11,133 shares
    Change vs previous 13F -686 shares

    0.03% of the 13F portfolio, value $1,067,058.

    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 11,819 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $1,221,619.

    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 11,640 shares
    Change vs previous 13F +132 shares

    0.03% of the 13F portfolio, value $1,197,879.

    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 11,508 shares
    Change vs previous 13F +3,043 shares

    0.04% of the 13F portfolio, value $1,190,697.

    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 8,465 shares
    Change vs previous 13F -358 shares

    0.03% of the 13F portfolio, value $851,548.

    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 8,823 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $893,930.

    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).