NWF Advisory Services Inc. historic quarter change: USA ADRs, Sold out
In depositary receipts for foreign shares (listed in the US), over 13 quarters from 2023-03-31 to 2026-06-30, NWF Advisory Services Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2045735), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-08-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-10-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-10-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-10-06); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-12-08); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-12-08); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-12-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Invst, LLC | United States | $0.886B | 341 |
| McGuire Investment Group, LLC | United States | $0.885B | 121 |
| GRIFFIN ASSET MANAGEMENT, INC. | United States | $0.887B | 228 |
| Grove Bank & Trust | United States | $0.884B | 1,007 |
| Motley Fool Wealth Management, LLC | United States | $0.884B | 124 |
| HOWARD FINANCIAL SERVICES, LTD. | United States | $0.888B | 223 |
| Bedel Financial Consulting, Inc. | United States | $0.888B | 300 |
| FJ Capital Management LLC | United States | $0.888B | 126 |
| GEORGE KAISER FAMILY FOUNDATION | United States | $0.883B | 71 |
| SHEETS SMITH WEALTH MANAGEMENT | United States | $0.888B | 393 |