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NWF Advisory Services Inc.: QYLD position timeline

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

NWF Advisory Services Inc. held 152,854 QYLD 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 152,854 shares
    Change vs previous 13F -5,650 shares

    0.26% of the 13F portfolio, value $2,817,104.

    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 158,504 shares
    Change vs previous 13F -7,131 shares

    0.31% of the 13F portfolio, value $2,718,349.

    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 165,635 shares
    Change vs previous 13F -88,150 shares

    0.32% of the 13F portfolio, value $2,926,776.

    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 253,785 shares
    Change vs previous 13F -11,500 shares

    0.47% of the 13F portfolio, value $4,316,891.

    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 265,285 shares
    Change vs previous 13F -12,025 shares

    0.53% of the 13F portfolio, value $4,435,565.

    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 277,310 shares
    Change vs previous 13F +245,093 shares

    0.65% of the 13F portfolio, value $4,611,675.

    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 32,217 shares
    Change vs previous 13F -217,037 shares

    0.09% of the 13F portfolio, value $597,915.

    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 249,254 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,496,541.

    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).