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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 23,912 TBIL 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 23,912 shares
    Change vs previous 13F -1,975 shares

    0.02% of the 13F portfolio, value $1,192,269.

    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 25,887 shares
    Change vs previous 13F -24,483 shares

    0.04% of the 13F portfolio, value $1,290,750.

    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 50,370 shares
    Change vs previous 13F -2,331 shares

    0.03% of the 13F portfolio, value $1,090,002.

    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 52,701 shares
    Change vs previous 13F +5,903 shares

    0.05% of the 13F portfolio, value $2,635,038.

    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 46,798 shares
    Change vs previous 13F +27,040 shares

    0.05% of the 13F portfolio, value $2,339,651.

    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 19,758 shares
    Change vs previous 13F -41,317 shares

    0.03% of the 13F portfolio, value $988,103.

    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 61,075 shares
    Change vs previous 13F +813 shares

    0.12% of the 13F portfolio, value $3,045,238.

    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 60,262 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,015,487.

    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).