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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 24,064 VAW 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 24,064 shares
    Change vs previous 13F +329 shares

    0.09% of the 13F portfolio, value $5,505,606.

    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 23,735 shares
    Change vs previous 13F -280 shares

    0.18% of the 13F portfolio, value $5,348,498.

    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 24,015 shares
    Change vs previous 13F -3,712 shares

    0.12% of the 13F portfolio, value $4,963,996.

    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 27,727 shares
    Change vs previous 13F -2,142 shares

    0.11% of the 13F portfolio, value $5,680,239.

    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 29,869 shares
    Change vs previous 13F +511 shares

    0.12% of the 13F portfolio, value $5,819,356.

    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 29,358 shares
    Change vs previous 13F +3,340 shares

    0.17% of the 13F portfolio, value $5,543,013.

    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 26,018 shares
    Change vs previous 13F +1,187 shares

    0.2% of the 13F portfolio, value $4,887,204.

    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 24,831 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,251,042.

    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).