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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 34,694 WM 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 34,694 shares
    Change vs previous 13F -976 shares

    0.13% of the 13F portfolio, value $7,732,527.

    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 35,670 shares
    Change vs previous 13F -908 shares

    0.28% of the 13F portfolio, value $8,196,558.

    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 36,578 shares
    Change vs previous 13F +1,618 shares

    0.19% of the 13F portfolio, value $7,860,263.

    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 34,960 shares
    Change vs previous 13F +1,592 shares

    0.15% of the 13F portfolio, value $7,720,172.

    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 33,368 shares
    Change vs previous 13F +1,826 shares

    0.16% of the 13F portfolio, value $7,635,197.

    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 31,542 shares
    Change vs previous 13F +19,078 shares

    0.23% of the 13F portfolio, value $7,302,393.

    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 12,464 shares
    Change vs previous 13F +166 shares

    0.1% of the 13F portfolio, value $2,514,954.

    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 12,298 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,552,920.

    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).