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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 313,160 VZ 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 313,160 shares
    Change vs previous 13F -16,656 shares

    0.23% of the 13F portfolio, value $13,259,214.

    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 329,816 shares
    Change vs previous 13F -13,724 shares

    0.56% of the 13F portfolio, value $16,556,782.

    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 343,540 shares
    Change vs previous 13F -42,505 shares

    0.32% of the 13F portfolio, value $13,052,488.

    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 386,045 shares
    Change vs previous 13F -617 shares

    0.32% of the 13F portfolio, value $16,966,667.

    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 386,662 shares
    Change vs previous 13F +62,889 shares

    0.36% of the 13F portfolio, value $16,730,865.

    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 323,773 shares
    Change vs previous 13F +116,284 shares

    0.46% of the 13F portfolio, value $14,686,330.

    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 207,489 shares
    Change vs previous 13F -3,899 shares

    0.33% of the 13F portfolio, value $8,297,449.

    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 211,388 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $9,493,425.

    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).