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Disclosery

NWF Advisory Services Inc.: SPY position timeline

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

NWF Advisory Services Inc. held 10,860 SPY 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 10,860 shares
    Change vs previous 13F +290 shares

    0.76% of the 13F portfolio, value $8,109,428.

    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 10,570 shares
    Change vs previous 13F +211 shares

    0.78% of the 13F portfolio, value $6,874,385.

    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 10,359 shares
    Change vs previous 13F -1,455 shares

    0.78% of the 13F portfolio, value $7,064,420.

    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 11,814 shares
    Change vs previous 13F -779 shares

    0.86% of the 13F portfolio, value $7,870,818.

    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 12,593 shares
    Change vs previous 13F +1,317 shares

    0.93% of the 13F portfolio, value $7,780,810.

    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 11,276 shares
    Change vs previous 13F +292 shares

    0.89% of the 13F portfolio, value $6,307,313.

    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 10,984 shares
    Change vs previous 13F +2,089 shares

    0.95% of the 13F portfolio, value $6,458,698.

    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 8,895 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,103,689.

    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).