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Northwest Capital Management Inc: IYW position timeline

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

Northwest Capital Management Inc held 1,389 IYW 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 1,389 shares
    Change vs previous 13F -394 shares

    1.2% of the 13F portfolio, value $277,356.

    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 1,783 shares
    Change vs previous 13F -3,440 shares

    0.37% of the 13F portfolio, value $349,218.

    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 5,223 shares
    Change vs previous 13F -6,219 shares

    0.49% of the 13F portfolio, value $904,989.

    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 11,442 shares
    Change vs previous 13F -2,792 shares

    0.66% of the 13F portfolio, value $1,606,914.

    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 14,234 shares
    Change vs previous 13F -1,658 shares

    0.97% of the 13F portfolio, value $2,270,608.

    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 15,892 shares
    Change vs previous 13F -283 shares

    0.87% of the 13F portfolio, value $2,409,545.

    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 16,175 shares
    Change vs previous 13F +9,937 shares

    0.89% of the 13F portfolio, value $2,434,338.

    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 6,238 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $842,504.

    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).