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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 19,138 XLC 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 19,138 shares
    Change vs previous 13F -2,843 shares

    0.04% of the 13F portfolio, value $2,050,283.

    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 21,981 shares
    Change vs previous 13F +1,100 shares

    0.08% of the 13F portfolio, value $2,436,783.

    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 20,881 shares
    Change vs previous 13F +2,076 shares

    0.01% of the 13F portfolio, value $514,632.

    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 18,805 shares
    Change vs previous 13F +2,963 shares

    0.04% of the 13F portfolio, value $2,225,939.

    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 15,842 shares
    Change vs previous 13F +12,244 shares

    0.04% of the 13F portfolio, value $1,719,285.

    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 3,598 shares
    Change vs previous 13F -11,303 shares

    0.01% of the 13F portfolio, value $347,033.

    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 14,901 shares
    Change vs previous 13F +873 shares

    0.06% of the 13F portfolio, value $1,442,539.

    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 14,028 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,268,149.

    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).