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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 184,785 XLP 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 184,785 shares
    Change vs previous 13F +6,074 shares

    0.26% of the 13F portfolio, value $15,350,084.

    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 178,711 shares
    Change vs previous 13F +9,531 shares

    0.49% of the 13F portfolio, value $14,650,733.

    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 169,180 shares
    Change vs previous 13F +9,351 shares

    0.24% of the 13F portfolio, value $10,076,943.

    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 159,829 shares
    Change vs previous 13F +1,836 shares

    0.24% of the 13F portfolio, value $12,525,822.

    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 157,993 shares
    Change vs previous 13F +42,304 shares

    0.27% of the 13F portfolio, value $12,792,692.

    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 115,689 shares
    Change vs previous 13F -25,583 shares

    0.29% of the 13F portfolio, value $9,448,300.

    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 141,272 shares
    Change vs previous 13F -1,129 shares

    0.45% of the 13F portfolio, value $11,105,368.

    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 142,401 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $11,819,249.

    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).