Skip to content
Disclosery

Northwest Financial Advisors: IEF position timeline

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

Northwest Financial Advisors held 2,917 IEF 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 2,917 shares
    Change vs previous 13F -287 shares

    0.04% of the 13F portfolio, value $275,860.

    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 3,204 shares
    Change vs previous 13F +155 shares

    0.59% of the 13F portfolio, value $305,790.

    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 3,049 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $293,191.

    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).