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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 151,100 XLF 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 151,100 shares
    Change vs previous 13F +6,059 shares

    0.14% of the 13F portfolio, value $8,100,488.

    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 145,041 shares
    Change vs previous 13F -6,506 shares

    0.24% of the 13F portfolio, value $7,160,658.

    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 151,547 shares
    Change vs previous 13F +1,825 shares

    0.11% of the 13F portfolio, value $4,580,332.

    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 149,722 shares
    Change vs previous 13F +6,839 shares

    0.15% of the 13F portfolio, value $8,065,530.

    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 142,883 shares
    Change vs previous 13F +51,938 shares

    0.16% of the 13F portfolio, value $7,482,787.

    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 90,945 shares
    Change vs previous 13F -32,731 shares

    0.14% of the 13F portfolio, value $4,529,985.

    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 123,676 shares
    Change vs previous 13F +24,333 shares

    0.24% of the 13F portfolio, value $5,977,244.

    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 99,343 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,502,242.

    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).