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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 56,159 XLY 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 56,159 shares
    Change vs previous 13F -2,007 shares

    0.11% of the 13F portfolio, value $6,586,375.

    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 58,166 shares
    Change vs previous 13F -970 shares

    0.21% of the 13F portfolio, value $6,338,894.

    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 59,136 shares
    Change vs previous 13F +28,834 shares

    0.08% of the 13F portfolio, value $3,200,802.

    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 30,302 shares
    Change vs previous 13F +742 shares

    0.14% of the 13F portfolio, value $7,261,408.

    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 29,560 shares
    Change vs previous 13F +14,349 shares

    0.14% of the 13F portfolio, value $6,424,223.

    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 15,211 shares
    Change vs previous 13F -12,244 shares

    0.09% of the 13F portfolio, value $3,003,651.

    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 27,455 shares
    Change vs previous 13F +1,476 shares

    0.25% of the 13F portfolio, value $6,159,676.

    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 25,979 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,205,511.

    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).