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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 247,691 XLK 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 247,691 shares
    Change vs previous 13F -6,083 shares

    0.81% of the 13F portfolio, value $47,190,174.

    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 253,774 shares
    Change vs previous 13F +2,855 shares

    1.14% of the 13F portfolio, value $33,726,528.

    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 250,919 shares
    Change vs previous 13F +129,373 shares

    0.53% of the 13F portfolio, value $21,917,843.

    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 121,546 shares
    Change vs previous 13F -4,984 shares

    0.66% of the 13F portfolio, value $34,258,910.

    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 126,530 shares
    Change vs previous 13F +57,916 shares

    0.68% of the 13F portfolio, value $32,041,201.

    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 68,614 shares
    Change vs previous 13F -35,850 shares

    0.44% of the 13F portfolio, value $14,167,463.

    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 104,464 shares
    Change vs previous 13F +5,356 shares

    0.98% of the 13F portfolio, value $24,290,026.

    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 99,108 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $22,374,537.

    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).