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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 9,966 VST 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 9,966 shares
    Change vs previous 13F +758 shares

    0.03% of the 13F portfolio, value $1,580,869.

    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 9,208 shares
    Change vs previous 13F -4,550 shares

    0.05% of the 13F portfolio, value $1,384,212.

    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 13,758 shares
    Change vs previous 13F +639 shares

    0.05% of the 13F portfolio, value $2,122,598.

    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 13,119 shares
    Change vs previous 13F +4,403 shares

    0.05% of the 13F portfolio, value $2,570,304.

    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 8,716 shares
    Change vs previous 13F +497 shares

    0.04% of the 13F portfolio, value $1,689,339.

    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 8,219 shares
    Change vs previous 13F +649 shares

    0.03% of the 13F portfolio, value $965,248.

    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 7,570 shares
    Change vs previous 13F +1,030 shares

    0.04% of the 13F portfolio, value $1,043,716.

    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 6,540 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $775,200.

    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).