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Disclosery

Northwest Financial Advisors: LPLA position timeline

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

Northwest Financial Advisors held 0 LPLA shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,505 shares

    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).

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

  2. period ended2025-03-31
    13F 15,505 shares
    Change vs previous 13F +13 shares

    4.21% of the 13F portfolio, value $5,072,464.

    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).

  3. period ended2024-12-31
    13F 15,492 shares
    Change vs previous 13F +14 shares

    4.18% of the 13F portfolio, value $5,058,294.

    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).

  4. period ended2024-09-30
    13F 15,478 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,600,609.

    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).