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Calumet shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Calumet (CLMT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Calumet

Tip: Access up to 7 years of quarterly data

All positions including Calumet held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calumet by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 23k 18.25
2025-06-30 $367k 23k 15.76
2025-03-31 $224k 18k 12.68
2024-12-31 $553k 25k 22.02
2024-09-30 $467k 26k 17.82

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Calumet

Two Seas Capital
Wasserstein Debt Opportunities Management
Adams Asset Advisors
BlackRock
Vanguard Group
Knott David M Jr
Graham Capital Management
State Street Corporation
Susquehanna International
Geode Capital Management
Citadel Advisors
Marshall Wace
Brown Advisory Holdings Incorporated
Wolverine Trading
Northern Trust

View all funds holding Calumet