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Disclosery

NWF Advisory Services Inc.: XLF position timeline

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

NWF Advisory Services Inc. held 30,126 XLF 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 30,126 shares
    Change vs previous 13F -412 shares

    0.15% of the 13F portfolio, value $1,615,088.

    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 30,538 shares
    Change vs previous 13F -2,521 shares

    0.17% of the 13F portfolio, value $1,507,696.

    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 33,059 shares
    Change vs previous 13F +965 shares

    0.2% of the 13F portfolio, value $1,810,601.

    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 32,094 shares
    Change vs previous 13F +1,903 shares

    0.19% of the 13F portfolio, value $1,728,934.

    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 30,191 shares
    Change vs previous 13F +5,301 shares

    0.19% of the 13F portfolio, value $1,581,116.

    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 24,890 shares
    Change vs previous 13F -1,585 shares

    0.17% of the 13F portfolio, value $1,239,769.

    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 26,475 shares
    Change vs previous 13F -40,742 shares

    0.19% of the 13F portfolio, value $1,279,539.

    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 67,217 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,046,373.

    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).