Worth Financial Advisory Group, LLC: NBSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Financial Advisory Group, LLC on NBSM, newest first. How the timeline and the estimate are built.
Worth Financial Advisory Group, LLC held 29,136 NBSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 29,136 sharesChange vs previous 13F +29,136 shares
0.35% of the 13F portfolio, value $836,495.
13F-HR 0001964358-26-000004 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -26,514 shares
13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, LLC
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 ended2025-12-3113F 26,514 sharesChange vs previous 13F +637 shares
0.32% of the 13F portfolio, value $669,213.
13F-HR 0001964358-26-000001 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,877 sharesChange vs previous 13F +3,793 shares
0.37% of the 13F portfolio, value $655,446.
13F-HR 0001964358-25-000002 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,084 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $552,983.
13F-HR 0001085146-25-003895 filed by Worth Financial Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).