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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 104,834 USMV 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 104,834 shares
    Change vs previous 13F +1,468 shares

    0.17% of the 13F portfolio, value $10,112,321.

    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 103,366 shares
    Change vs previous 13F +753 shares

    0.32% of the 13F portfolio, value $9,586,127.

    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 102,613 shares
    Change vs previous 13F +84 shares

    0.2% of the 13F portfolio, value $8,052,242.

    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 102,529 shares
    Change vs previous 13F -6,262 shares

    0.19% of the 13F portfolio, value $9,754,615.

    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 108,791 shares
    Change vs previous 13F +25,002 shares

    0.22% of the 13F portfolio, value $10,212,211.

    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 83,789 shares
    Change vs previous 13F -18,215 shares

    0.24% of the 13F portfolio, value $7,847,699.

    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 102,004 shares
    Change vs previous 13F +497 shares

    0.37% of the 13F portfolio, value $9,056,900.

    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 101,507 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $9,268,587.

    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).