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Northwest Wealth Advisors, LLC: IWR position timeline

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

Northwest Wealth Advisors, LLC held 39,833 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,833 shares
    Change vs previous 13F +961 shares

    2.52% of the 13F portfolio, value $4,394,396.

    13F-HR 0002085853-26-000831 filed by Northwest Wealth Advisors, LLC
    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 38,872 shares
    Change vs previous 13F +4,545 shares

    2.7% of the 13F portfolio, value $3,779,547.

    13F-HR 0002085853-26-000523 filed by Northwest Wealth Advisors, LLC
    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 34,327 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $3,304,668.

    13F-HR 0002085853-26-000214 filed by Northwest Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).