M Holdings Securities, Inc.: NHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on NHI, newest first. How the timeline and the estimate are built.
M Holdings Securities, Inc. held 21,813 NHI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 21,813 sharesChange vs previous 13F -509,366 shares
0.22% of the 13F portfolio, value $1,573,000.
13F-HR 0001569638-26-000003 filed by M Holdings Securities, 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 531,179 sharesChange vs previous 13F 0 shares
2.9% of the 13F portfolio, value $42,951,000.
13F-HR 0001569638-26-000002 filed by M Holdings Securities, 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 531,179 sharesChange vs previous 13F +14,419 shares
2.9% of the 13F portfolio, value $40,566,000.
13F-HR 0001569638-26-000001 filed by M Holdings Securities, 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 516,760 sharesChange vs previous 13F 0 shares
8.68% of the 13F portfolio, value $41,082,000.
13F-HR 0001569638-25-000007 filed by M Holdings Securities, 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 516,760 sharesChange vs previous 13F not available
6.28% of the 13F portfolio, value $36,607,000.
13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).