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Disclosery

NWF Advisory Services Inc.: PTY position timeline

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

NWF Advisory Services Inc. held 41,334 PTY 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 41,334 shares
    Change vs previous 13F +1,939 shares

    0.05% of the 13F portfolio, value $497,248.

    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 39,395 shares
    Change vs previous 13F +3,592 shares

    0.05% of the 13F portfolio, value $475,106.

    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 35,803 shares
    Change vs previous 13F -8,062 shares

    0.05% of the 13F portfolio, value $461,859.

    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 43,865 shares
    Change vs previous 13F -1,775 shares

    0.07% of the 13F portfolio, value $633,410.

    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 45,640 shares
    Change vs previous 13F +1,507 shares

    0.08% of the 13F portfolio, value $634,855.

    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 44,133 shares
    Change vs previous 13F +15,405 shares

    0.09% of the 13F portfolio, value $638,163.

    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 28,728 shares
    Change vs previous 13F -10,451 shares

    0.06% of the 13F portfolio, value $416,336.

    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 39,179 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $563,788.

    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).