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Disclosery

NWF Advisory Services Inc.: USMV position timeline

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

NWF Advisory Services Inc. held 15,394 USMV 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 15,394 shares
    Change vs previous 13F -239 shares

    0.14% of the 13F portfolio, value $1,484,967.

    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 15,633 shares
    Change vs previous 13F +1,511 shares

    0.16% of the 13F portfolio, value $1,449,831.

    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 14,122 shares
    Change vs previous 13F -2,773 shares

    0.15% of the 13F portfolio, value $1,329,701.

    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 16,895 shares
    Change vs previous 13F -170 shares

    0.18% of the 13F portfolio, value $1,607,415.

    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 17,065 shares
    Change vs previous 13F -177 shares

    0.19% of the 13F portfolio, value $1,601,932.

    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 17,242 shares
    Change vs previous 13F +7,444 shares

    0.23% of the 13F portfolio, value $1,614,900.

    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 9,798 shares
    Change vs previous 13F -6,353 shares

    0.13% of the 13F portfolio, value $869,989.

    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 16,151 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,474,762.

    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).