Position in HUM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,247,270
+$668,929 QoQ
Shares Held
3,140
+39.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
of 919 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $14,768,577 across 5 Healthcare Plans names. HUM ranks #4 (8.4% of the industry book) .
All Filings in HUM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,270 | 3,140 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $578,341 | 2,258 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $586,163 | 2,253 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $564,748 | 2,310 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $432,356 | 1,634 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $280,496 | 809 | Shares | Sole | 2024-04-30 | |
| 2021-06-30 | $201,437 | 455 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $310,664 | 741 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $336,831 | 821 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $807,913 | 1,952 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||