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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 112,350 YYY 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 112,350 shares
    Change vs previous 13F -1,279 shares

    0.02% of the 13F portfolio, value $1,295,396.

    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 113,629 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $1,253,324.

    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 113,535 shares
    Change vs previous 13F -9,779 shares

    0.03% of the 13F portfolio, value $1,306,788.

    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 123,314 shares
    Change vs previous 13F +5,951 shares

    0.03% of the 13F portfolio, value $1,456,339.

    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 117,363 shares
    Change vs previous 13F -2,157 shares

    0.03% of the 13F portfolio, value $1,374,321.

    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 119,520 shares
    Change vs previous 13F +34,532 shares

    0.04% of the 13F portfolio, value $1,363,721.

    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 84,988 shares
    Change vs previous 13F +21,788 shares

    0.04% of the 13F portfolio, value $979,062.

    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 63,200 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $779,259.

    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).