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

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

J.W. COLE ADVISORS, INC. held 101,960 XLV 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 101,960 shares
    Change vs previous 13F -1,601 shares

    0.28% of the 13F portfolio, value $16,176,899.

    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 103,561 shares
    Change vs previous 13F +2,001 shares

    0.51% of the 13F portfolio, value $15,183,023.

    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 101,560 shares
    Change vs previous 13F +7,752 shares

    0.31% of the 13F portfolio, value $12,780,523.

    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 93,808 shares
    Change vs previous 13F +838 shares

    0.25% of the 13F portfolio, value $13,055,186.

    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 92,970 shares
    Change vs previous 13F +12,179 shares

    0.27% of the 13F portfolio, value $12,531,406.

    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 80,791 shares
    Change vs previous 13F -5,092 shares

    0.37% of the 13F portfolio, value $11,796,229.

    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 85,883 shares
    Change vs previous 13F -2,051 shares

    0.48% of the 13F portfolio, value $11,814,829.

    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 87,934 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $13,543,644.

    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).