NWF Advisory Services Inc.: IUSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWF Advisory Services Inc. on IUSV, newest first. How the timeline and the estimate are built.
NWF Advisory Services Inc. held 19,472 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 19,472 sharesChange vs previous 13F +912 shares
0.2% of the 13F portfolio, value $2,144,918.
13F-HR 0002085853-26-000893 filed by NWF Advisory Services 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 18,560 sharesChange vs previous 13F +1,597 shares
0.21% of the 13F portfolio, value $1,897,737.
13F-HR 0002085853-26-000556 filed by NWF Advisory Services 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 16,963 sharesChange vs previous 13F -532 shares
0.19% of the 13F portfolio, value $1,739,469.
13F-HR 0002085853-26-000290 filed by NWF Advisory Services 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 17,495 sharesChange vs previous 13F -1,429 shares
0.19% of the 13F portfolio, value $1,748,640.
13F-HR 0002085853-25-000210 filed by NWF Advisory Services 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 18,924 sharesChange vs previous 13F -3,416 shares
0.21% of the 13F portfolio, value $1,790,756.
13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,340 sharesChange vs previous 13F -921 shares
0.29% of the 13F portfolio, value $2,061,774.
13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,261 sharesChange vs previous 13F +1,610 shares
0.32% of the 13F portfolio, value $2,153,566.
13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,651 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $2,067,456.
13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).