Norris Financial Group, LLC: IPKW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on IPKW, newest first. How the timeline and the estimate are built.
Norris Financial Group, LLC held 0 IPKW shares at 2026-03-31 per its 13F-HR filed 2026-05-20.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -95,802 shares
13F-HR 0002129318-26-000002 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 95,802 sharesChange vs previous 13F -6,194 shares
1.81% of the 13F portfolio, value $5,323,940.
13F-HR 0002129318-26-000003 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 101,996 sharesChange vs previous 13F +7,789 shares
1.96% of the 13F portfolio, value $5,374,169.
13F-HR 0002129318-26-000004 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 94,207 sharesChange vs previous 13F +53,002 shares
1.88% of the 13F portfolio, value $4,583,171.
13F-HR 0002129318-26-000005 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 41,205 sharesChange vs previous 13F not available
0.88% of the 13F portfolio, value $1,881,420.
13F-HR 0002129318-26-000006 filed by Norris Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).