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Northwest Financial Advisors: SBI position timeline

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

Northwest Financial Advisors held 46,471 SBI 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 46,471 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $365,727.

    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 46,461 shares
    Change vs previous 13F +2,591 shares

    0.69% of the 13F portfolio, value $356,820.

    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 43,870 shares
    Change vs previous 13F +30,370 shares

    0.69% of the 13F portfolio, value $336,921.

    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 13,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $106,785.

    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 13,500 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $101,520.

    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 13,500 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $105,300.

    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).