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Northern Financial Advisors Inc: DIA position timeline

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

Northern Financial Advisors Inc held 9,043 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,043 shares
    Change vs previous 13F -274 shares

    3.12% of the 13F portfolio, value $4,724,056.

    13F-HR 0001962457-26-000003 filed by Northern Financial 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 ended2026-03-31
    13F 9,317 shares
    Change vs previous 13F +1,139 shares

    3.15% of the 13F portfolio, value $4,315,484.

    13F-HR 0001962457-26-000002 filed by Northern Financial 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 ended2025-12-31
    13F 8,178 shares
    Change vs previous 13F -2,458 shares

    4.49% of the 13F portfolio, value $3,930,028.

    13F-HR 0001962457-26-000001 filed by Northern Financial 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 ended2025-09-30
    13F 10,636 shares
    Change vs previous 13F -197 shares

    2.59% of the 13F portfolio, value $4,931,996.

    13F-HR 0001962457-25-000002 filed by Northern Financial 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 ended2025-06-30
    13F 10,833 shares
    Change vs previous 13F -29 shares

    3.58% of the 13F portfolio, value $4,773,767.

    13F-HR 0001085146-25-004111 filed by Northern Financial 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 ended2025-03-31
    13F 10,862 shares
    Change vs previous 13F +11 shares

    3.77% of the 13F portfolio, value $4,560,684.

    13F-HR 0001085146-25-002644 filed by Northern Financial 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 ended2024-12-31
    13F 10,851 shares
    Change vs previous 13F -1,340 shares

    3.69% of the 13F portfolio, value $4,617,486.

    13F-HR 0001085146-25-000621 filed by Northern Financial 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 ended2024-09-30
    13F 12,191 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $5,158,413.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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