Northwest Financial Advisors: JVAL position timeline

Northwest Financial Advisors held 0 JVAL shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -4,579 shares

   13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 4,579 shares

   Change vs previous 13F -5,450 shares

   0.46% of the 13F portfolio, value $224,729.

   13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 10,029 shares

   Change vs previous 13F +2,039 shares

   0.61% of the 13F portfolio, value $476,400.

   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).

4. period ended2025-06-30

   13F 7,990 shares

   Change vs previous 13F -3,027 shares

   0.49% of the 13F portfolio, value $353,399.

   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).

5. period ended2025-03-31

   13F 11,017 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $456,333.

   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).