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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 29,733 XMHQ 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 29,733 shares
    Change vs previous 13F +1,326 shares

    0.06% of the 13F portfolio, value $3,356,270.

    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 28,407 shares
    Change vs previous 13F -313 shares

    0.1% of the 13F portfolio, value $2,936,428.

    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 28,720 shares
    Change vs previous 13F +6,941 shares

    0.02% of the 13F portfolio, value $970,921.

    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 21,779 shares
    Change vs previous 13F -879 shares

    0.04% of the 13F portfolio, value $2,285,865.

    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 22,658 shares
    Change vs previous 13F +16,609 shares

    0.05% of the 13F portfolio, value $2,225,933.

    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 6,049 shares
    Change vs previous 13F -13,283 shares

    0.02% of the 13F portfolio, value $553,664.

    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 19,332 shares
    Change vs previous 13F -1,859 shares

    0.08% of the 13F portfolio, value $1,903,677.

    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 21,191 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,173,829.

    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).