J.W. COLE ADVISORS, INC.: VCIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on VCIT, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 98,214 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 98,214 sharesChange vs previous 13F -479 shares
0.14% of the 13F portfolio, value $8,117,357.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 98,693 sharesChange vs previous 13F +216 shares
0.28% of the 13F portfolio, value $8,166,868.
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 98,477 sharesChange vs previous 13F +10,567 shares
0.17% of the 13F portfolio, value $7,008,537.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 87,910 sharesChange vs previous 13F +4,108 shares
0.14% of the 13F portfolio, value $7,394,119.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 83,802 sharesChange vs previous 13F +10,764 shares
0.15% of the 13F portfolio, value $6,948,828.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 73,038 sharesChange vs previous 13F +2,907 shares
0.19% of the 13F portfolio, value $5,971,578.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 70,131 sharesChange vs previous 13F +6,814 shares
0.23% of the 13F portfolio, value $5,629,406.
13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 63,317 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $5,302,790.
13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).