Skip to content
Disclosery

Northwest Financial Advisors: QQQ position timeline

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

Northwest Financial Advisors held 4,842 QQQ 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 4,842 shares
    Change vs previous 13F -355 shares

    0.47% of the 13F portfolio, value $3,565,436.

    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 5,197 shares
    Change vs previous 13F +36 shares

    5.79% of the 13F portfolio, value $2,999,632.

    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 5,161 shares
    Change vs previous 13F -596 shares

    6.52% of the 13F portfolio, value $3,170,567.

    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 5,757 shares
    Change vs previous 13F -628 shares

    4.44% of the 13F portfolio, value $3,456,522.

    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 6,385 shares
    Change vs previous 13F -4,182 shares

    4.91% of the 13F portfolio, value $3,522,012.

    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 10,567 shares
    Change vs previous 13F -341 shares

    4.11% of the 13F portfolio, value $4,954,847.

    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 10,908 shares
    Change vs previous 13F +109 shares

    4.6% of the 13F portfolio, value $5,576,288.

    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 10,799 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $5,270,795.

    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).