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Disclosery

NWF Advisory Services Inc.: XLP position timeline

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

NWF Advisory Services Inc. held 64,490 XLP 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 64,490 shares
    Change vs previous 13F +3,199 shares

    0.5% of the 13F portfolio, value $5,357,197.

    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 61,291 shares
    Change vs previous 13F -5,185 shares

    0.57% of the 13F portfolio, value $5,024,654.

    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 66,476 shares
    Change vs previous 13F -1,154 shares

    0.57% of the 13F portfolio, value $5,163,840.

    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 67,630 shares
    Change vs previous 13F +424 shares

    0.58% of the 13F portfolio, value $5,300,155.

    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 67,206 shares
    Change vs previous 13F +4,344 shares

    0.65% of the 13F portfolio, value $5,441,663.

    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 62,862 shares
    Change vs previous 13F -784 shares

    0.72% of the 13F portfolio, value $5,133,938.

    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 63,646 shares
    Change vs previous 13F -74 shares

    0.73% of the 13F portfolio, value $5,003,207.

    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 63,720 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $5,288,800.

    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).