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Disclosery

NWF Advisory Services Inc.: XLK position timeline

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

NWF Advisory Services Inc. held 267,452 XLK 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 267,452 shares
    Change vs previous 13F -3,589 shares

    4.79% of the 13F portfolio, value $50,954,776.

    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 271,041 shares
    Change vs previous 13F +1,053 shares

    4.07% of the 13F portfolio, value $36,021,262.

    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 269,988 shares
    Change vs previous 13F +131,070 shares

    4.3% of the 13F portfolio, value $38,870,022.

    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 138,918 shares
    Change vs previous 13F -5,944 shares

    4.3% of the 13F portfolio, value $39,155,254.

    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 144,862 shares
    Change vs previous 13F +9,822 shares

    4.38% of the 13F portfolio, value $36,683,316.

    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 135,040 shares
    Change vs previous 13F +583 shares

    3.92% of the 13F portfolio, value $27,882,837.

    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 134,457 shares
    Change vs previous 13F +1,446 shares

    4.58% of the 13F portfolio, value $31,263,885.

    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 133,011 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $30,028,332.

    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).