Skip to content
Disclosery

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

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

J.W. COLE ADVISORS, INC. held 12,058 WELL 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 12,058 shares
    Change vs previous 13F -120 shares

    0.05% of the 13F portfolio, value $2,736,705.

    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 12,178 shares
    Change vs previous 13F +394 shares

    0.08% of the 13F portfolio, value $2,407,653.

    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 11,784 shares
    Change vs previous 13F +135 shares

    0.05% of the 13F portfolio, value $2,122,179.

    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 11,649 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $2,075,144.

    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 11,874 shares
    Change vs previous 13F +564 shares

    0.04% of the 13F portfolio, value $1,825,416.

    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 11,310 shares
    Change vs previous 13F +7,522 shares

    0.05% of the 13F portfolio, value $1,732,838.

    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 3,788 shares
    Change vs previous 13F +537 shares

    0.02% of the 13F portfolio, value $477,392.

    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 3,251 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $416,184.

    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).