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

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

J.W. COLE ADVISORS, INC. held 7,678 TRV 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 7,678 shares
    Change vs previous 13F +1,167 shares

    0.04% of the 13F portfolio, value $2,534,702.

    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 6,511 shares
    Change vs previous 13F -91 shares

    0.06% of the 13F portfolio, value $1,899,265.

    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 6,602 shares
    Change vs previous 13F -4,318 shares

    0.04% of the 13F portfolio, value $1,471,791.

    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 10,920 shares
    Change vs previous 13F -219 shares

    0.06% of the 13F portfolio, value $3,049,122.

    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 11,139 shares
    Change vs previous 13F +5,405 shares

    0.06% of the 13F portfolio, value $2,980,242.

    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 5,734 shares
    Change vs previous 13F +778 shares

    0.05% of the 13F portfolio, value $1,516,330.

    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 4,956 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $1,193,924.

    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 4,944 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,157,409.

    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).