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Disclosery

NWF Advisory Services Inc.: IBKR position timeline

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

NWF Advisory Services Inc. held 17,982 IBKR 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 17,982 shares
    Change vs previous 13F -851 shares

    0.15% of the 13F portfolio, value $1,565,155.

    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 18,833 shares
    Change vs previous 13F +1,279 shares

    0.14% of the 13F portfolio, value $1,263,125.

    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 17,554 shares
    Change vs previous 13F -28,259 shares

    0.12% of the 13F portfolio, value $1,128,896.

    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 45,813 shares
    Change vs previous 13F +507 shares

    0.35% of the 13F portfolio, value $3,152,392.

    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 45,306 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,510,412.

    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).