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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 19,331 VPU 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 19,331 shares
    Change vs previous 13F -545 shares

    0.06% of the 13F portfolio, value $3,783,612.

    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 19,876 shares
    Change vs previous 13F +333 shares

    0.13% of the 13F portfolio, value $3,938,153.

    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 19,543 shares
    Change vs previous 13F -290 shares

    0.08% of the 13F portfolio, value $3,504,888.

    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 19,833 shares
    Change vs previous 13F +179 shares

    0.07% of the 13F portfolio, value $3,756,611.

    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 19,654 shares
    Change vs previous 13F +966 shares

    0.07% of the 13F portfolio, value $3,469,063.

    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 18,688 shares
    Change vs previous 13F +13,588 shares

    0.1% of the 13F portfolio, value $3,192,026.

    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 5,100 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $833,412.

    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 5,080 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $884,125.

    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).