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North Ridge Wealth Advisors, Inc.: VWOB position timeline

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

North Ridge Wealth Advisors, Inc. held 130,388 VWOB 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 130,388 shares
    Change vs previous 13F +883 shares

    4.82% of the 13F portfolio, value $8,565,193.

    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 129,505 shares
    Change vs previous 13F +3,525 shares

    4.89% of the 13F portfolio, value $8,732,578.

    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 125,980 shares
    Change vs previous 13F +2,660 shares

    4.82% of the 13F portfolio, value $8,428,062.

    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 123,320 shares
    Change vs previous 13F +2,963 shares

    4.95% of the 13F portfolio, value $8,059,009.

    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 120,357 shares
    Change vs previous 13F +4,741 shares

    5.16% of the 13F portfolio, value $7,726,902.

    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 115,616 shares
    Change vs previous 13F +3,731 shares

    5.05% of the 13F portfolio, value $7,301,136.

    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 111,885 shares
    Change vs previous 13F +5,927 shares

    5.05% of the 13F portfolio, value $7,425,834.

    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 105,958 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $6,665,788.

    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).