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Disclosery

NWF Advisory Services Inc.: SOR position timeline

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

NWF Advisory Services Inc. held 11,751 SOR 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 11,751 shares
    Change vs previous 13F -179 shares

    0.05% of the 13F portfolio, value $540,194.

    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 11,930 shares
    Change vs previous 13F -234 shares

    0.06% of the 13F portfolio, value $552,598.

    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 12,164 shares
    Change vs previous 13F -5,410 shares

    0.06% of the 13F portfolio, value $556,624.

    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 17,574 shares
    Change vs previous 13F -1,622 shares

    0.09% of the 13F portfolio, value $791,181.

    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 19,196 shares
    Change vs previous 13F -3,703 shares

    0.1% of the 13F portfolio, value $832,395.

    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 22,899 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $950,504.

    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).