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Northwest Financial Advisors: NPV position timeline

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

Northwest Financial Advisors held 51,300 NPV 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 51,300 shares
    Change vs previous 13F +2,883 shares

    0.08% of the 13F portfolio, value $593,537.

    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 48,417 shares
    Change vs previous 13F +1,411 shares

    1.06% of the 13F portfolio, value $548,561.

    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 47,006 shares
    Change vs previous 13F +2,713 shares

    1.07% of the 13F portfolio, value $520,361.

    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 44,293 shares
    Change vs previous 13F -1,511 shares

    0.66% of the 13F portfolio, value $513,794.

    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 45,804 shares
    Change vs previous 13F +4,346 shares

    0.72% of the 13F portfolio, value $515,748.

    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 41,458 shares
    Change vs previous 13F -8,859 shares

    0.41% of the 13F portfolio, value $495,005.

    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 50,317 shares
    Change vs previous 13F +257 shares

    0.53% of the 13F portfolio, value $636,514.

    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 50,060 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $652,289.

    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).