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
- period ended2026-06-3013F 129,898 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 121,473 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 114,302 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,069 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 68,384 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).