NORTHCAPE WEALTH MANAGEMENT, LLC: NFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHCAPE WEALTH MANAGEMENT, LLC on NFG, newest first. How the timeline and the estimate are built.
NORTHCAPE WEALTH MANAGEMENT, LLC held 3,263 NFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,263 sharesChange vs previous 13F -300 shares
0.07% of the 13F portfolio, value $251,936.
13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,563 sharesChange vs previous 13F +50 shares
0.09% of the 13F portfolio, value $334,779.
13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,513 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $281,251.
13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH MANAGEMENT, 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 3,513 sharesChange vs previous 13F -263 shares
0.09% of the 13F portfolio, value $324,496.
13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH MANAGEMENT, 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 3,776 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $319,863.
13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH MANAGEMENT, 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 3,776 sharesChange vs previous 13F +40 shares
0.1% of the 13F portfolio, value $299,020.
13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,736 sharesChange vs previous 13F -88 shares
0.07% of the 13F portfolio, value $226,699.
13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,824 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $231,773.
13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).