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NWF Advisory Services Inc.: B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWF Advisory Services Inc. on B, newest first. How the timeline and the estimate are built.

NWF Advisory Services Inc. held 8,067 B shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,067 shares
    Change vs previous 13F +2,338 shares

    0.03% of the 13F portfolio, value $296,554.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services 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 5,729 shares
    Change vs previous 13F -3,712 shares

    0.03% of the 13F portfolio, value $233,403.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services 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 9,441 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $411,153.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services 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 9,517 shares
    Change vs previous 13F -1,025 shares

    0.03% of the 13F portfolio, value $311,871.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services 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 10,542 shares
    Change vs previous 13F -36,650 shares

    0.03% of the 13F portfolio, value $219,485.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 47,192 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $917,413.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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