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Disclosery

Northstar Financial Companies, Inc.: IWB position timeline

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

Northstar Financial Companies, Inc. held 33,254 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,254 shares
    Change vs previous 13F 0 shares

    9.18% of the 13F portfolio, value $13,617,513.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, 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 33,254 shares
    Change vs previous 13F -444 shares

    9.43% of the 13F portfolio, value $11,857,046.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, 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 33,698 shares
    Change vs previous 13F -683 shares

    10.02% of the 13F portfolio, value $12,584,181.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, 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 34,381 shares
    Change vs previous 13F -325 shares

    11.63% of the 13F portfolio, value $12,565,568.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, 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 34,706 shares
    Change vs previous 13F -1,526 shares

    12.25% of the 13F portfolio, value $11,785,116.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, 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 36,232 shares
    Change vs previous 13F -6,040 shares

    12.06% of the 13F portfolio, value $11,113,804.

    13F-HR 0001765380-25-000231 filed by Northstar Financial Companies, 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 42,272 shares
    Change vs previous 13F not available

    12.89% of the 13F portfolio, value $13,618,348.

    13F-HR 0001765380-25-000140 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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