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

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

J.W. COLE ADVISORS, INC. held 68,768 TCAF 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 68,768 shares
    Change vs previous 13F +4,839 shares

    0.05% of the 13F portfolio, value $2,826,376.

    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 63,929 shares
    Change vs previous 13F +6,554 shares

    0.08% of the 13F portfolio, value $2,275,242.

    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 57,375 shares
    Change vs previous 13F +5,807 shares

    0.05% of the 13F portfolio, value $1,909,294.

    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 51,568 shares
    Change vs previous 13F +7,684 shares

    0.04% of the 13F portfolio, value $1,944,123.

    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 43,884 shares
    Change vs previous 13F +20,032 shares

    0.03% of the 13F portfolio, value $1,548,219.

    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 23,852 shares
    Change vs previous 13F +16,570 shares

    0.02% of the 13F portfolio, value $769,939.

    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 7,282 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,257.

    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).