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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 20,313 WEC 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 20,313 shares
    Change vs previous 13F -1,850 shares

    0.04% of the 13F portfolio, value $2,371,914.

    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 22,163 shares
    Change vs previous 13F +399 shares

    0.09% of the 13F portfolio, value $2,565,859.

    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 21,764 shares
    Change vs previous 13F -6,278 shares

    0.05% of the 13F portfolio, value $2,234,511.

    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 28,042 shares
    Change vs previous 13F +3,113 shares

    0.06% of the 13F portfolio, value $3,213,380.

    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 24,929 shares
    Change vs previous 13F +372 shares

    0.06% of the 13F portfolio, value $2,597,611.

    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 24,557 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,676,195.

    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).