Upexi shares owned by J.w. Cole Advisors
Historical chart of J.w. Cole Advisors investment in Upexi
Tip: Access up to 7 years of quarterly data
All positions including Upexi held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Upexi by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $15k | 15k | 0.99 |
| 2025-12-31 | $25k | 15k | 1.68 |
| 2025-09-30 | $90k | 16k | 5.77 |