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Disclosery

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

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

J.W. COLE ADVISORS, INC. held 10,048 ZS 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 10,048 shares
    Change vs previous 13F +7,372 shares

    0.02% of the 13F portfolio, value $1,418,275.

    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 2,676 shares
    Change vs previous 13F -1,430 shares

    0.01% of the 13F portfolio, value $375,416.

    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 4,106 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $908,452.

    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 4,026 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $1,206,431.

    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 3,772 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $1,184,182.

    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 3,766 shares
    Change vs previous 13F +1,066 shares

    0.02% of the 13F portfolio, value $747,250.

    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 2,700 shares
    Change vs previous 13F +295 shares

    0.02% of the 13F portfolio, value $487,107.

    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 2,405 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $411,111.

    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).