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Disclosery

NWF Advisory Services Inc.: IWM position timeline

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

NWF Advisory Services Inc. held 33,869 IWM 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 33,869 shares
    Change vs previous 13F +816 shares

    0.96% of the 13F portfolio, value $10,175,942.

    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 33,053 shares
    Change vs previous 13F +1,210 shares

    0.93% of the 13F portfolio, value $8,197,144.

    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 31,843 shares
    Change vs previous 13F -11,368 shares

    0.87% of the 13F portfolio, value $7,838,465.

    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 43,211 shares
    Change vs previous 13F +2,076 shares

    1.15% of the 13F portfolio, value $10,455,344.

    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 41,135 shares
    Change vs previous 13F +18,518 shares

    1.06% of the 13F portfolio, value $8,876,517.

    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 22,617 shares
    Change vs previous 13F -182 shares

    0.63% of the 13F portfolio, value $4,511,866.

    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 22,799 shares
    Change vs previous 13F +328 shares

    0.74% of the 13F portfolio, value $5,037,860.

    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 22,471 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,963,620.

    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).