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North Ridge Wealth Advisors, Inc.: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Ridge Wealth Advisors, Inc. on REET, newest first. How the timeline and the estimate are built.

North Ridge Wealth Advisors, Inc. held 42,915 REET shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 42,915 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $1,079,313.

    13F-HR 0001974277-26-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 42,909 shares
    Change vs previous 13F -645 shares

    0.6% of the 13F portfolio, value $1,070,570.

    13F-HR 0001974277-26-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,554 shares
    Change vs previous 13F +536 shares

    0.64% of the 13F portfolio, value $1,113,232.

    13F-HR 0001974277-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 43,018 shares
    Change vs previous 13F -11 shares

    0.65% of the 13F portfolio, value $1,062,550.

    13F-HR 0002054664-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 43,029 shares
    Change vs previous 13F +612 shares

    0.7% of the 13F portfolio, value $1,043,874.

    13F-HR 0002054664-25-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 42,417 shares
    Change vs previous 13F -29,669 shares

    0.7% of the 13F portfolio, value $1,016,734.

    13F-HR 0002054664-25-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 72,086 shares
    Change vs previous 13F -15,752 shares

    1.31% of the 13F portfolio, value $1,923,972.

    13F-HR 0001085146-24-005093 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 87,838 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,042,240.

    13F-HR 0001085146-24-003342 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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