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Disclosery

NWF Advisory Services Inc.: OBDC position timeline

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

NWF Advisory Services Inc. held 61,908 OBDC 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 61,908 shares
    Change vs previous 13F -26,767 shares

    0.06% of the 13F portfolio, value $672,941.

    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 88,675 shares
    Change vs previous 13F -8,200 shares

    0.11% of the 13F portfolio, value $980,745.

    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 96,875 shares
    Change vs previous 13F -6,998 shares

    0.13% of the 13F portfolio, value $1,204,160.

    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 103,873 shares
    Change vs previous 13F +3,996 shares

    0.15% of the 13F portfolio, value $1,326,458.

    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 99,877 shares
    Change vs previous 13F +50,215 shares

    0.17% of the 13F portfolio, value $1,432,242.

    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 49,662 shares
    Change vs previous 13F +7,101 shares

    0.1% of the 13F portfolio, value $728,044.

    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 42,561 shares
    Change vs previous 13F +8,798 shares

    0.1% of the 13F portfolio, value $659,268.

    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 33,763 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $491,927.

    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).