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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 50,727 XLG 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 50,727 shares
    Change vs previous 13F -3,355 shares

    0.05% of the 13F portfolio, value $3,106,032.

    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 54,082 shares
    Change vs previous 13F -4,000 shares

    0.1% of the 13F portfolio, value $2,950,162.

    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 58,082 shares
    Change vs previous 13F +3,275 shares

    0.07% of the 13F portfolio, value $2,976,456.

    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 54,807 shares
    Change vs previous 13F +3,353 shares

    0.06% of the 13F portfolio, value $3,152,481.

    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 51,454 shares
    Change vs previous 13F +11,413 shares

    0.06% of the 13F portfolio, value $2,680,733.

    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 40,041 shares
    Change vs previous 13F -7,686 shares

    0.06% of the 13F portfolio, value $1,842,689.

    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 47,727 shares
    Change vs previous 13F -58 shares

    0.1% of the 13F portfolio, value $2,384,433.

    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 47,785 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,271,214.

    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).