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Disclosery

NWF Advisory Services Inc.: XLI position timeline

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

NWF Advisory Services Inc. held 6,540 XLI 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 6,540 shares
    Change vs previous 13F +937 shares

    0.11% of the 13F portfolio, value $1,211,424.

    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 5,603 shares
    Change vs previous 13F -2,387 shares

    0.1% of the 13F portfolio, value $906,149.

    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 7,990 shares
    Change vs previous 13F +267 shares

    0.14% of the 13F portfolio, value $1,239,457.

    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 7,723 shares
    Change vs previous 13F +392 shares

    0.13% of the 13F portfolio, value $1,191,156.

    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 7,331 shares
    Change vs previous 13F +1,187 shares

    0.13% of the 13F portfolio, value $1,081,400.

    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 6,144 shares
    Change vs previous 13F +169 shares

    0.11% of the 13F portfolio, value $805,296.

    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 5,975 shares
    Change vs previous 13F -13,902 shares

    0.12% of the 13F portfolio, value $787,266.

    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 19,877 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,691,978.

    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).