Current Market Value 4,703,425,011
Current Holdings 1461
Most Recent File Date 2025-08-12
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by J.w. Cole Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 1461 4,703,425
2025-05-05 2025-03-31 13F-HR 1255 3,222,112
2025-01-31 2024-12-31 13F-HR 956 2,477,111
2024-10-24 2024-09-30 13F-HR 934 2,385,628
2024-08-08 2024-06-30 13F-HR 889 2,125,484
2024-04-30 2024-03-31 13F-HR 881 1,981,614
2024-01-31 2023-12-31 13F-HR 816 1,707,554
2023-10-24 2023-09-30 13F-HR 734 1,356,621
2023-07-27 2023-06-30 13F-HR 758 1,403,139
2023-05-03 2023-03-31 13F-HR 774 1,404,835
2023-02-14 2022-12-31 13F-HR 741 1,300,095
2022-10-31 2022-09-30 13F-HR 725 1,198,161
2022-07-27 2022-06-30 13F-HR 733 1,254,141
2022-06-10 2022-03-31 13F-HR/A 1 R 806 1,491,997
2022-05-16 2022-03-31 13F-HR 1803 583,615
2022-01-25 2021-12-31 13F-HR 833 1,536,233
2021-10-26 2021-09-30 13F-HR 478 1,399,406
2021-08-06 2021-06-30 13F-HR 736 1,270,883
2021-04-28 2021-03-31 13F-HR 668 1,037,663
2021-02-12 2020-12-31 13F-HR 629 962,168
2020-11-05 2020-09-30 13F-HR 766 1,305,097
2020-08-07 2020-06-30 13F-HR 303 665,139
2020-05-07 2020-03-31 13F-HR 101 51,745
2020-01-23 2019-12-31 13F-HR 547 793,235