NWF Advisory Services Inc.: YYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWF Advisory Services Inc. on YYY, newest first. How the timeline and the estimate are built.
NWF Advisory Services Inc. held 714,145 YYY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 714,145 sharesChange vs previous 13F +42,200 shares
0.77% of the 13F portfolio, value $8,234,099.
13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 671,945 sharesChange vs previous 13F +21,900 shares
0.84% of the 13F portfolio, value $7,411,560.
13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 650,045 sharesChange vs previous 13F +39,450 shares
0.83% of the 13F portfolio, value $7,482,021.
13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 610,595 sharesChange vs previous 13F +56,300 shares
0.79% of the 13F portfolio, value $7,211,132.
13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 554,295 sharesChange vs previous 13F +9,900 shares
0.77% of the 13F portfolio, value $6,490,799.
13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 544,395 sharesChange vs previous 13F +544,395 shares
0.87% of the 13F portfolio, value $6,211,551.
13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -442,235 shares
13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 442,235 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $5,452,761.
13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).