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NWF Advisory Services Inc.: IYH position timeline

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

NWF Advisory Services Inc. held 32,437 IYH 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 32,437 shares
    Change vs previous 13F -123 shares

    0.2% of the 13F portfolio, value $2,173,609.

    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 32,560 shares
    Change vs previous 13F +2,745 shares

    0.23% of the 13F portfolio, value $2,006,999.

    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 29,815 shares
    Change vs previous 13F +107 shares

    0.21% of the 13F portfolio, value $1,940,959.

    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 29,708 shares
    Change vs previous 13F -156 shares

    0.19% of the 13F portfolio, value $1,744,452.

    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 29,864 shares
    Change vs previous 13F +1,232 shares

    0.2% of the 13F portfolio, value $1,686,719.

    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 28,632 shares
    Change vs previous 13F +1,479 shares

    0.24% of the 13F portfolio, value $1,743,409.

    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 27,153 shares
    Change vs previous 13F +1,878 shares

    0.23% of the 13F portfolio, value $1,582,212.

    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 25,275 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,642,875.

    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).