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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 70,977 XEXGX 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 70,977 shares
    Change vs previous 13F +41,623 shares

    0.01% of the 13F portfolio, value $696,282.

    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 29,354 shares
    Change vs previous 13F -40,271 shares

    0.01% of the 13F portfolio, value $254,208.

    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 69,625 shares
    Change vs previous 13F -6,968 shares

    0.01% of the 13F portfolio, value $383,785.

    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 76,593 shares
    Change vs previous 13F -12,585 shares

    0.01% of the 13F portfolio, value $696,994.

    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 89,178 shares
    Change vs previous 13F +22,525 shares

    0.02% of the 13F portfolio, value $780,304.

    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 66,653 shares
    Change vs previous 13F +12,334 shares

    0.02% of the 13F portfolio, value $542,555.

    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 54,319 shares
    Change vs previous 13F -1,910 shares

    0.02% of the 13F portfolio, value $443,790.

    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 56,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $490,320.

    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).