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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 7,621 TT 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 7,621 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $3,742,993.

    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 7,562 shares
    Change vs previous 13F -2,346 shares

    0.11% of the 13F portfolio, value $3,151,340.

    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 9,908 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $2,747,329.

    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 9,887 shares
    Change vs previous 13F -2,950 shares

    0.08% of the 13F portfolio, value $4,171,863.

    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 12,837 shares
    Change vs previous 13F +4,954 shares

    0.12% of the 13F portfolio, value $5,615,145.

    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 7,883 shares
    Change vs previous 13F +6,093 shares

    0.08% of the 13F portfolio, value $2,655,937.

    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 1,790 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $661,292.

    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 1,731 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $672,841.

    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).