Position in BIO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$469,776
+$1,476 QoQ
Shares Held
1,600
-4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#213
of 399 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIO Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026NWF Advisory Services Inc. holds $2,008,327 across 4 Medical Devices names. BIO ranks #2 (23.4% of the industry book) .
All Filings in BIO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,776 | 1,600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $468,300 | 1,680 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $509,023 | 1,680 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $471,055 | 1,680 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $429,549 | 1,780 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $433,536 | 1,780 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $595,552 | 1,780 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $486,135 | 1,780 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $615,648 | 1,780 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $574,744 | 1,780 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $638,041 | 1,780 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $674,833 | 1,780 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $852,655 | 1,780 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||