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Northwest Wealth Advisors, LLC: SPDW position timeline

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

Northwest Wealth Advisors, LLC held 102,944 SPDW 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 102,944 shares
    Change vs previous 13F +5,488 shares

    2.98% of the 13F portfolio, value $5,187,319.

    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 97,456 shares
    Change vs previous 13F +12,175 shares

    3.18% of the 13F portfolio, value $4,448,857.

    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 85,281 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $3,787,352.

    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).