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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 50,703 UBER 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 50,703 shares
    Change vs previous 13F +1,311 shares

    0.06% of the 13F portfolio, value $3,658,757.

    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 49,392 shares
    Change vs previous 13F -5,066 shares

    0.12% of the 13F portfolio, value $3,552,795.

    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 54,458 shares
    Change vs previous 13F -2,332 shares

    0.08% of the 13F portfolio, value $3,385,736.

    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 56,790 shares
    Change vs previous 13F +2,582 shares

    0.11% of the 13F portfolio, value $5,563,697.

    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 54,208 shares
    Change vs previous 13F +19,837 shares

    0.11% of the 13F portfolio, value $5,057,588.

    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 34,371 shares
    Change vs previous 13F +1,766 shares

    0.08% of the 13F portfolio, value $2,504,271.

    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 32,605 shares
    Change vs previous 13F -46 shares

    0.08% of the 13F portfolio, value $1,966,721.

    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 32,651 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,454,033.

    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).