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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 205,312 XLU 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 205,312 shares
    Change vs previous 13F -13,967 shares

    0.16% of the 13F portfolio, value $9,308,831.

    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 219,279 shares
    Change vs previous 13F +19,468 shares

    0.34% of the 13F portfolio, value $10,062,724.

    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 199,811 shares
    Change vs previous 13F +61,962 shares

    0.13% of the 13F portfolio, value $5,473,245.

    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 137,849 shares
    Change vs previous 13F +2,464 shares

    0.23% of the 13F portfolio, value $12,021,847.

    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 135,385 shares
    Change vs previous 13F +76,470 shares

    0.24% of the 13F portfolio, value $11,055,577.

    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 58,915 shares
    Change vs previous 13F -44,538 shares

    0.14% of the 13F portfolio, value $4,645,408.

    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 103,453 shares
    Change vs previous 13F -12,415 shares

    0.32% of the 13F portfolio, value $7,830,395.

    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 115,868 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $9,359,766.

    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).