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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 38,155 VIS 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 38,155 shares
    Change vs previous 13F +581 shares

    0.24% of the 13F portfolio, value $13,750,473.

    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 37,574 shares
    Change vs previous 13F -2,033 shares

    0.4% of the 13F portfolio, value $11,731,262.

    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 39,607 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $8,017,063.

    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 39,590 shares
    Change vs previous 13F +506 shares

    0.22% of the 13F portfolio, value $11,730,028.

    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 39,084 shares
    Change vs previous 13F +12,870 shares

    0.23% of the 13F portfolio, value $10,946,303.

    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 26,214 shares
    Change vs previous 13F -16,454 shares

    0.2% of the 13F portfolio, value $6,489,225.

    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 42,668 shares
    Change vs previous 13F +66 shares

    0.44% of the 13F portfolio, value $10,854,363.

    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 42,602 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $11,079,498.

    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).