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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 80,247 XMMO 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 80,247 shares
    Change vs previous 13F +3,420 shares

    0.23% of the 13F portfolio, value $13,653,175.

    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 76,827 shares
    Change vs previous 13F -951 shares

    0.38% of the 13F portfolio, value $11,141,457.

    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 77,778 shares
    Change vs previous 13F +215 shares

    0.26% of the 13F portfolio, value $10,732,618.

    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 77,563 shares
    Change vs previous 13F -418 shares

    0.2% of the 13F portfolio, value $10,488,804.

    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 77,981 shares
    Change vs previous 13F +1,750 shares

    0.21% of the 13F portfolio, value $10,030,692.

    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 76,231 shares
    Change vs previous 13F +51,818 shares

    0.27% of the 13F portfolio, value $8,672,092.

    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 24,413 shares
    Change vs previous 13F +2,453 shares

    0.12% of the 13F portfolio, value $3,015,703.

    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 21,960 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,642,398.

    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).