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Disclosery

NWF Advisory Services Inc.: CB position timeline

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

NWF Advisory Services Inc. held 20,584 CB 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 20,584 shares
    Change vs previous 13F +7,686 shares

    0.66% of the 13F portfolio, value $7,013,815.

    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 12,898 shares
    Change vs previous 13F +412 shares

    0.47% of the 13F portfolio, value $4,203,859.

    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 12,486 shares
    Change vs previous 13F +4,319 shares

    0.43% of the 13F portfolio, value $3,897,130.

    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 8,167 shares
    Change vs previous 13F +6,946 shares

    0.25% of the 13F portfolio, value $2,305,170.

    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 1,221 shares
    Change vs previous 13F +151 shares

    0.04% of the 13F portfolio, value $353,748.

    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 1,070 shares
    Change vs previous 13F +190 shares

    0.05% of the 13F portfolio, value $323,129.

    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).

  7. period ended2024-12-31
    13F 880 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $243,853.

    13F-HR 0001667731-25-000641 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).