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Broadway Wealth Solutions, Inc.: NBSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on NBSM, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 129,898 NBSM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,898 shares
    Change vs previous 13F +8,425 shares

    1.74% of the 13F portfolio, value $3,729,372.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, 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 121,473 shares
    Change vs previous 13F +7,171 shares

    1.58% of the 13F portfolio, value $3,061,010.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, 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 114,302 shares
    Change vs previous 13F +39,233 shares

    1.54% of the 13F portfolio, value $2,884,982.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, 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 75,069 shares
    Change vs previous 13F +6,685 shares

    1.07% of the 13F portfolio, value $1,901,445.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, 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 68,384 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,712,335.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).