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Disclosery

Jentner Corp: NWBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jentner Corp on NWBI, newest first. How the timeline and the estimate are built.

Jentner Corp held 75,000 NWBI shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 75,000 shares
    Change vs previous 13F -5,000 shares

    0.26% of the 13F portfolio, value $958,500.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 80,000 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $961,600.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 80,000 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,055,200.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 80,000 shares
    Change vs previous 13F -3,819 shares

    0.33% of the 13F portfolio, value $1,070,400.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 83,819 shares
    Change vs previous 13F -4,500 shares

    0.32% of the 13F portfolio, value $968,109.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 88,319 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,028,916.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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