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Disclosery

NWF Advisory Services Inc.: OEF position timeline

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

NWF Advisory Services Inc. held 4,724 OEF 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 4,724 shares
    Change vs previous 13F -3,380 shares

    0.16% of the 13F portfolio, value $1,728,373.

    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 8,104 shares
    Change vs previous 13F +189 shares

    0.29% of the 13F portfolio, value $2,577,644.

    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 7,915 shares
    Change vs previous 13F -130 shares

    0.3% of the 13F portfolio, value $2,714,787.

    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 8,045 shares
    Change vs previous 13F -86 shares

    0.29% of the 13F portfolio, value $2,677,729.

    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 8,131 shares
    Change vs previous 13F -431 shares

    0.3% of the 13F portfolio, value $2,474,688.

    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 8,562 shares
    Change vs previous 13F +214 shares

    0.33% of the 13F portfolio, value $2,318,845.

    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 8,348 shares
    Change vs previous 13F +284 shares

    0.35% of the 13F portfolio, value $2,411,320.

    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 8,064 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,231,788.

    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).