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Northwest Financial Advisors: CGMU position timeline

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

Northwest Financial Advisors held 103,447 CGMU 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 103,447 shares
    Change vs previous 13F +25,303 shares

    0.38% of the 13F portfolio, value $2,841,685.

    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 78,144 shares
    Change vs previous 13F +25,298 shares

    4.09% of the 13F portfolio, value $2,121,625.

    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 52,846 shares
    Change vs previous 13F +12,509 shares

    2.98% of the 13F portfolio, value $1,446,933.

    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 40,337 shares
    Change vs previous 13F +6,115 shares

    1.41% of the 13F portfolio, value $1,100,796.

    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 34,222 shares
    Change vs previous 13F +20,667 shares

    1.27% of the 13F portfolio, value $913,386.

    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 13,555 shares
    Change vs previous 13F +720 shares

    0.3% of the 13F portfolio, value $363,546.

    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 12,835 shares
    Change vs previous 13F +910 shares

    0.29% of the 13F portfolio, value $345,518.

    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 11,925 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $327,461.

    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).