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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 94,440 XLI 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 94,440 shares
    Change vs previous 13F +8,297 shares

    0.3% of the 13F portfolio, value $17,493,039.

    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 86,143 shares
    Change vs previous 13F -3,011 shares

    0.47% of the 13F portfolio, value $13,931,904.

    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 89,154 shares
    Change vs previous 13F +1,192 shares

    0.06% of the 13F portfolio, value $2,343,375.

    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 87,962 shares
    Change vs previous 13F +5,735 shares

    0.26% of the 13F portfolio, value $13,566,385.

    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 82,227 shares
    Change vs previous 13F +67,037 shares

    0.26% of the 13F portfolio, value $12,130,186.

    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 15,190 shares
    Change vs previous 13F -37,668 shares

    0.06% of the 13F portfolio, value $1,990,958.

    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 52,858 shares
    Change vs previous 13F +11,328 shares

    0.28% of the 13F portfolio, value $6,964,559.

    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 41,530 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,624,805.

    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).