NWF Advisory Services Inc. BIO BIO RAD LABS INC

Ownership history in NWF Advisory Services Inc.  ·  5 quarters on record

AI Ownership Summary

NWF Advisory Services Inc. reported BIO RAD LABS INC (BIO) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows BIO at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NWF Advisory Services Inc.'s position in BIO RAD LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BIO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NWF Advisory Services Inc. held BIO — position size vs. price
% of Fund (quarterly)    BIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 1,600 -80 -4.8% 0.04% $470K 2026-07-29 $327.25
2026 Q1 UNCHANGED 1,680 0% 0.05% $468K 2026-05-04 $257.86
2025 Q4 REDUCED 5.6% -8.0% 1,680 -100 -5.6% 0.06% $509K 2026-03-03 $280.19
2025 Q3 UNCHANGED 1,780 0% 0.16% $675K 2025-12-08 $308.53
2025 Q2 INITIATED 1,780 0.05% $430K 2025-09-09 $285.95

FAQ About NWF Advisory Services Inc. and BIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has NWF Advisory Services Inc. reported owning BIO?

NWF Advisory Services Inc. reported BIO across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BIO position in NWF Advisory Services Inc.'s portfolio?

The largest reported portfolio weight for BIO was 0.16% in 2025 Q3.

What is the latest reported BIO position on this page?

The most recent filing on this page is 2026 Q2, when NWF Advisory Services Inc. reported 1,600 shares, equal to 0.04% of portfolio, with an estimated market value of $470K.

What does the chart on this BIO ownership page compare?

The chart compares NWF Advisory Services Inc.'s quarterly BIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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