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Northwest Financial Advisors: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest Financial Advisors on BOND, newest first. How the timeline and the estimate are built.

Northwest Financial Advisors held 13,692 BOND shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,692 shares
    Change vs previous 13F +6,685 shares

    0.17% of the 13F portfolio, value $1,262,515.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 7,007 shares
    Change vs previous 13F +537 shares

    1.25% of the 13F portfolio, value $646,628.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 6,470 shares
    Change vs previous 13F -26,386 shares

    1.24% of the 13F portfolio, value $602,245.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 32,856 shares
    Change vs previous 13F +7,362 shares

    3.94% of the 13F portfolio, value $3,067,126.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 25,494 shares
    Change vs previous 13F +6,007 shares

    3.28% of the 13F portfolio, value $2,350,024.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 19,487 shares
    Change vs previous 13F +4,794 shares

    1.49% of the 13F portfolio, value $1,801,996.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 14,693 shares
    Change vs previous 13F +4,409 shares

    1.1% of the 13F portfolio, value $1,328,547.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,284 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $972,965.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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