Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 585,889 T 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 585,889 shares
    Change vs previous 13F -13,655 shares

    0.21% of the 13F portfolio, value $12,127,893.

    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 599,544 shares
    Change vs previous 13F -13,337 shares

    0.59% of the 13F portfolio, value $17,380,787.

    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 612,881 shares
    Change vs previous 13F -2,165 shares

    0.31% of the 13F portfolio, value $12,783,014.

    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 615,046 shares
    Change vs previous 13F +7,367 shares

    0.33% of the 13F portfolio, value $17,368,894.

    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 607,679 shares
    Change vs previous 13F +109,849 shares

    0.37% of the 13F portfolio, value $17,586,236.

    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 497,830 shares
    Change vs previous 13F +208,292 shares

    0.44% of the 13F portfolio, value $14,078,628.

    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 289,538 shares
    Change vs previous 13F -6,404 shares

    0.27% of the 13F portfolio, value $6,592,765.

    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 295,942 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,510,716.

    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).