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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 42,509 V 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 42,509 shares
    Change vs previous 13F -1,414 shares

    0.25% of the 13F portfolio, value $14,584,533.

    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 43,923 shares
    Change vs previous 13F -1,976 shares

    0.45% of the 13F portfolio, value $13,275,354.

    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 45,899 shares
    Change vs previous 13F -2,630 shares

    0.27% of the 13F portfolio, value $10,968,940.

    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 48,529 shares
    Change vs previous 13F -4,056 shares

    0.32% of the 13F portfolio, value $16,566,507.

    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 52,585 shares
    Change vs previous 13F +22,202 shares

    0.4% of the 13F portfolio, value $18,670,338.

    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 30,383 shares
    Change vs previous 13F +4,755 shares

    0.33% of the 13F portfolio, value $10,647,959.

    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 25,628 shares
    Change vs previous 13F -205 shares

    0.33% of the 13F portfolio, value $8,099,676.

    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 25,833 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,102,699.

    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).