Skip to content
Disclosery

Northeast Financial Consultants Inc: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on IWS, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 27,828 IWS shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 27,828 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,677,184.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 27,828 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $3,505,486.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    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 27,828 shares
    Change vs previous 13F +40 shares

    0.15% of the 13F portfolio, value $3,599,266.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    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 27,788 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $3,674,985.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    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 27,788 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,355,143.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 27,788 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $3,482,691.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 27,788 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,231,486.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 27,788 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,899,417.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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