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Disclosery

Northstar Financial Companies, Inc.: IWF position timeline

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

Northstar Financial Companies, Inc. held 11,757 IWF 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 11,757 shares
    Change vs previous 13F +9,981 shares

    0.98% of the 13F portfolio, value $1,459,828.

    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 1,776 shares
    Change vs previous 13F +1,170 shares

    0.6% of the 13F portfolio, value $757,427.

    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 606 shares
    Change vs previous 13F +606 shares

    0.23% of the 13F portfolio, value $286,870.

    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 0 shares
    Change vs previous 13F -964 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 964 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $409,295.

    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).