Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 233,082 VGT 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 233,082 shares
    Change vs previous 13F +206,364 shares

    0.48% of the 13F portfolio, value $27,857,917.

    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 26,718 shares
    Change vs previous 13F -224 shares

    0.63% of the 13F portfolio, value $18,641,843.

    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 26,942 shares
    Change vs previous 13F +1,224 shares

    0.43% of the 13F portfolio, value $17,556,636.

    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 25,718 shares
    Change vs previous 13F +356 shares

    0.37% of the 13F portfolio, value $19,201,923.

    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 25,362 shares
    Change vs previous 13F +4,216 shares

    0.36% of the 13F portfolio, value $16,822,276.

    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 21,146 shares
    Change vs previous 13F +7,986 shares

    0.36% of the 13F portfolio, value $11,469,426.

    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 13,160 shares
    Change vs previous 13F -37 shares

    0.33% of the 13F portfolio, value $8,182,776.

    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 13,197 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $7,740,160.

    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).