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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 180,083 XYLD 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 180,083 shares
    Change vs previous 13F -1,247 shares

    0.13% of the 13F portfolio, value $7,345,576.

    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 181,330 shares
    Change vs previous 13F +5,880 shares

    0.24% of the 13F portfolio, value $7,095,455.

    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 175,450 shares
    Change vs previous 13F +1,010 shares

    0.01% of the 13F portfolio, value $263,674.

    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 174,440 shares
    Change vs previous 13F -11,262 shares

    0.13% of the 13F portfolio, value $6,848,519.

    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 185,702 shares
    Change vs previous 13F +180,418 shares

    0.15% of the 13F portfolio, value $7,231,251.

    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 5,284 shares
    Change vs previous 13F -146,888 shares

    0.01% of the 13F portfolio, value $208,680.

    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 152,172 shares
    Change vs previous 13F +6,998 shares

    0.26% of the 13F portfolio, value $6,376,005.

    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 145,174 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,024,716.

    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).