Skip to content
Disclosery

NWF Advisory Services Inc.: SMH position timeline

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

NWF Advisory Services Inc. held 11,705 SMH 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 11,705 shares
    Change vs previous 13F +986 shares

    0.72% of the 13F portfolio, value $7,677,198.

    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 10,719 shares
    Change vs previous 13F +897 shares

    0.46% of the 13F portfolio, value $4,109,664.

    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 9,822 shares
    Change vs previous 13F +6,817 shares

    0.39% of the 13F portfolio, value $3,537,219.

    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 3,005 shares
    Change vs previous 13F +501 shares

    0.11% of the 13F portfolio, value $980,712.

    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 2,504 shares
    Change vs previous 13F +302 shares

    0.08% of the 13F portfolio, value $698,315.

    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 2,202 shares
    Change vs previous 13F -5,392 shares

    0.07% of the 13F portfolio, value $465,658.

    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 7,594 shares
    Change vs previous 13F -1,534 shares

    0.27% of the 13F portfolio, value $1,839,041.

    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 9,128 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,240,470.

    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).