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1 NORTH WEALTH SERVICES LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on DIA, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 16,969 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,969 shares
    Change vs previous 13F +211 shares

    2.9% of the 13F portfolio, value $8,864,408.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,758 shares
    Change vs previous 13F +89 shares

    2.8% of the 13F portfolio, value $7,762,113.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,669 shares
    Change vs previous 13F +2,136 shares

    2.82% of the 13F portfolio, value $8,010,596.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,533 shares
    Change vs previous 13F -336 shares

    2.76% of the 13F portfolio, value $6,739,509.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,869 shares
    Change vs previous 13F -2,733 shares

    2.6% of the 13F portfolio, value $6,552,001.

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,602 shares
    Change vs previous 13F -999 shares

    3.42% of the 13F portfolio, value $7,390,705.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,601 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $7,914,703.

    13F-HR 0001641761-25-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).