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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 36,293 WTRG 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 36,293 shares
    Change vs previous 13F +557 shares

    0.02% of the 13F portfolio, value $1,390,367.

    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 35,736 shares
    Change vs previous 13F -2,651 shares

    0.05% of the 13F portfolio, value $1,439,081.

    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 38,387 shares
    Change vs previous 13F -2,510 shares

    0.03% of the 13F portfolio, value $1,065,451.

    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 40,897 shares
    Change vs previous 13F -154 shares

    0.03% of the 13F portfolio, value $1,631,772.

    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 41,051 shares
    Change vs previous 13F +10,892 shares

    0.03% of the 13F portfolio, value $1,524,650.

    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 30,159 shares
    Change vs previous 13F +10,699 shares

    0.04% of the 13F portfolio, value $1,192,171.

    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 19,460 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $706,794.

    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 19,447 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $750,069.

    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).