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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 23,292 VHT 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 23,292 shares
    Change vs previous 13F -576 shares

    0.12% of the 13F portfolio, value $6,964,391.

    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 23,868 shares
    Change vs previous 13F +131 shares

    0.22% of the 13F portfolio, value $6,499,938.

    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 23,737 shares
    Change vs previous 13F -969 shares

    0.16% of the 13F portfolio, value $6,508,141.

    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 24,706 shares
    Change vs previous 13F -1,652 shares

    0.12% of the 13F portfolio, value $6,413,623.

    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 26,358 shares
    Change vs previous 13F +2,471 shares

    0.14% of the 13F portfolio, value $6,545,754.

    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 23,887 shares
    Change vs previous 13F +16,203 shares

    0.2% of the 13F portfolio, value $6,323,476.

    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 7,684 shares
    Change vs previous 13F -453 shares

    0.08% of the 13F portfolio, value $1,949,493.

    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 8,137 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,296,302.

    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).