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NORTHSTAR INVESTMENT ADVISORS LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHSTAR INVESTMENT ADVISORS LLC on IWM, newest first. How the timeline and the estimate are built.

NORTHSTAR INVESTMENT ADVISORS LLC held 1,311 IWM shares at 2021-06-30 per its 13F-HR filed 2021-08-16.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 1,311 shares
    Change vs previous 13F -63 shares

    0.04% of the 13F portfolio, value $290,000.

    13F-HR 0001398344-21-016202 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 1,374 shares
    Change vs previous 13F +102 shares

    0.04% of the 13F portfolio, value $304,000.

    13F-HR 0001398344-21-009997 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 1,272 shares
    Change vs previous 13F +1,272 shares

    0.04% of the 13F portfolio, value $249,000.

    13F-HR 0001398344-21-003499 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 0 shares
    Change vs previous 13F -2,072 shares

    13F-HR 0001398344-20-022457 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    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 ended2020-06-30
    13F 2,072 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $297,000.

    13F-HR 0001398344-20-013894 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 2,072 shares
    Change vs previous 13F +215 shares

    0.06% of the 13F portfolio, value $237,000.

    13F-HR 0001398344-20-009569 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 1,857 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $308,000.

    13F-HR 0001398344-20-002699 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 1,857 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $276,000.

    13F-HR 0001398344-19-017625 filed by NORTHSTAR INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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