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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 10,684 XAR 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 10,684 shares
    Change vs previous 13F +2,021 shares

    0.05% of the 13F portfolio, value $3,032,024.

    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 8,663 shares
    Change vs previous 13F -121 shares

    0.07% of the 13F portfolio, value $2,200,105.

    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 8,784 shares
    Change vs previous 13F +174 shares

    0.05% of the 13F portfolio, value $1,881,023.

    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 8,610 shares
    Change vs previous 13F -135 shares

    0.04% of the 13F portfolio, value $2,023,090.

    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 8,745 shares
    Change vs previous 13F -800 shares

    0.04% of the 13F portfolio, value $1,844,574.

    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 9,545 shares
    Change vs previous 13F +5,840 shares

    0.05% of the 13F portfolio, value $1,533,828.

    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 3,705 shares
    Change vs previous 13F +655 shares

    0.02% of the 13F portfolio, value $614,346.

    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 3,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $479,932.

    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).