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Disclosery

NWF Advisory Services Inc.: IVV position timeline

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

NWF Advisory Services Inc. held 28,065 IVV 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 28,065 shares
    Change vs previous 13F +268 shares

    1.98% of the 13F portfolio, value $21,018,091.

    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 27,797 shares
    Change vs previous 13F +517 shares

    2.05% of the 13F portfolio, value $18,156,149.

    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 27,280 shares
    Change vs previous 13F -725 shares

    2.07% of the 13F portfolio, value $18,684,790.

    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 28,005 shares
    Change vs previous 13F +471 shares

    2.06% of the 13F portfolio, value $18,744,392.

    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 27,534 shares
    Change vs previous 13F +1,809 shares

    2.04% of the 13F portfolio, value $17,096,367.

    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 25,725 shares
    Change vs previous 13F +445 shares

    2.03% of the 13F portfolio, value $14,454,735.

    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 25,280 shares
    Change vs previous 13F -2,090 shares

    2.18% of the 13F portfolio, value $14,881,645.

    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 27,370 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $15,787,660.

    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).