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NWF Advisory Services Inc. → SOR
NWF Advisory Services Inc. SOR Position History
Source Capital • Financial Services
Quarters held
5
Latest value
$546K
Q3 2026
Peak value
$791K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $791K |
| Q4 2025 | $557K |
| Q1 2026 | $553K |
| Q2 2026 | $540K |
| Q3 2026 | $546K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $546K | 12.0K | — | — |
| Q2 2026 | $540K | 11.8K | — | — |
| Q1 2026 | $553K | 11.9K | — | — |
| Q4 2025 | $557K | 12.2K | — | — |
| Q3 2025 | $791K | 17.6K | — | — |