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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 101,274 VMBS 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 101,274 shares
    Change vs previous 13F +5,719 shares

    0.08% of the 13F portfolio, value $4,740,642.

    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 95,555 shares
    Change vs previous 13F +1,278 shares

    0.15% of the 13F portfolio, value $4,486,327.

    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 94,277 shares
    Change vs previous 13F +5,087 shares

    0.06% of the 13F portfolio, value $2,487,084.

    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 89,190 shares
    Change vs previous 13F +2,875 shares

    0.08% of the 13F portfolio, value $4,188,384.

    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 86,315 shares
    Change vs previous 13F +42,351 shares

    0.09% of the 13F portfolio, value $3,999,845.

    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 43,964 shares
    Change vs previous 13F -2,299 shares

    0.06% of the 13F portfolio, value $2,035,979.

    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 46,263 shares
    Change vs previous 13F +2,142 shares

    0.08% of the 13F portfolio, value $2,097,561.

    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 44,121 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,082,938.

    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).