Northwest Financial Advisors: IWP position timeline

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

Northwest Financial Advisors held 0 IWP shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -1,704 shares
13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 1,704 shares
Change vs previous 13F -77 shares
0.33% of the 13F portfolio, value $236,311.
13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,781 shares
Change vs previous 13F -7 shares
0.17% of the 13F portfolio, value $209,250.
13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,788 shares
Change vs previous 13F +1,381 shares
0.19% of the 13F portfolio, value $226,631.
13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 407 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $47,738.
13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).