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Disclosery

NWF Advisory Services Inc.: IDV position timeline

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

NWF Advisory Services Inc. held 136,811 IDV 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 136,811 shares
    Change vs previous 13F +3,795 shares

    0.53% of the 13F portfolio, value $5,668,075.

    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 133,016 shares
    Change vs previous 13F +5,803 shares

    0.64% of the 13F portfolio, value $5,661,158.

    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 127,213 shares
    Change vs previous 13F -84,170 shares

    0.55% of the 13F portfolio, value $5,018,539.

    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 211,383 shares
    Change vs previous 13F +153,449 shares

    0.85% of the 13F portfolio, value $7,726,052.

    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 57,934 shares
    Change vs previous 13F -474 shares

    0.24% of the 13F portfolio, value $1,999,306.

    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 58,408 shares
    Change vs previous 13F -3,902 shares

    0.25% of the 13F portfolio, value $1,811,817.

    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 62,310 shares
    Change vs previous 13F +148 shares

    0.25% of the 13F portfolio, value $1,706,048.

    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).

  8. period ended2024-09-30
    13F 62,162 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,879,160.

    13F-HR 0002085853-25-000017 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).