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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 36,006 VGSH 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 36,006 shares
    Change vs previous 13F -5,358 shares

    0.04% of the 13F portfolio, value $2,095,560.

    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 41,364 shares
    Change vs previous 13F -16,826 shares

    0.08% of the 13F portfolio, value $2,421,430.

    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 58,190 shares
    Change vs previous 13F +10,712 shares

    0.05% of the 13F portfolio, value $2,033,371.

    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 47,478 shares
    Change vs previous 13F -517 shares

    0.05% of the 13F portfolio, value $2,794,090.

    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 47,995 shares
    Change vs previous 13F +23,461 shares

    0.06% of the 13F portfolio, value $2,821,118.

    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 24,534 shares
    Change vs previous 13F +8,091 shares

    0.04% of the 13F portfolio, value $1,439,929.

    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 16,443 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $956,685.

    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 16,354 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $965,198.

    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).