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Northwest Capital Management Inc: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest Capital Management Inc on IVV, newest first. How the timeline and the estimate are built.

Northwest Capital Management Inc held 333 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 333 shares
    Change vs previous 13F -2,442 shares

    0.99% of the 13F portfolio, value $228,085.

    13F-HR 0001580642-26-000402 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,775 shares
    Change vs previous 13F -1,295 shares

    1.95% of the 13F portfolio, value $1,857,218.

    13F-HR 0001580642-25-006634 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 4,070 shares
    Change vs previous 13F -669 shares

    1.37% of the 13F portfolio, value $2,526,980.

    13F-HR 0001580642-25-004483 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 4,739 shares
    Change vs previous 13F -272 shares

    1.09% of the 13F portfolio, value $2,662,818.

    13F-HR 0001580642-25-002705 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,011 shares
    Change vs previous 13F -343 shares

    1.26% of the 13F portfolio, value $2,949,753.

    13F-HR 0001580642-25-000734 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F/A 5,354 shares
    Change vs previous 13F -8 shares

    1.11% of the 13F portfolio, value $3,088,063.

    13F-HR/A 0001580642-24-006174 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 5,362 shares
    Change vs previous 13F -1,247 shares

    1.07% of the 13F portfolio, value $2,934,463.

    13F-HR 0001580642-24-003593 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 6,609 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,474,676.

    13F-HR 0001580642-24-002061 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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