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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 21,854 TOLZ 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 21,854 shares
    Change vs previous 13F +493 shares

    0.02% of the 13F portfolio, value $1,295,310.

    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 21,361 shares
    Change vs previous 13F +654 shares

    0.04% of the 13F portfolio, value $1,281,215.

    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 20,707 shares
    Change vs previous 13F +767 shares

    0.03% of the 13F portfolio, value $1,121,299.

    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 19,940 shares
    Change vs previous 13F +833 shares

    0.02% of the 13F portfolio, value $1,079,061.

    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 19,107 shares
    Change vs previous 13F +989 shares

    0.02% of the 13F portfolio, value $1,028,930.

    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 18,118 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $954,018.

    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 18,088 shares
    Change vs previous 13F +380 shares

    0.04% of the 13F portfolio, value $888,506.

    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 17,708 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $895,354.

    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).