Northwest Financial Advisors: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest Financial Advisors on SCHB, newest first. How the timeline and the estimate are built.
Northwest Financial Advisors held 0 SCHB shares at 2025-12-31 per its 13F-HR filed 2026-01-26.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -8,332 shares
13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 8,332 sharesChange vs previous 13F +8,332 shares
0.28% of the 13F portfolio, value $214,208.
13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -8,860 shares
13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 8,860 sharesChange vs previous 13F +5,855 shares
0.17% of the 13F portfolio, value $201,125.
13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,005 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $199,869.
13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).