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NORTHWEST WEALTH MANAGEMENT, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHWEST WEALTH MANAGEMENT, LLC on DFAI, newest first. How the timeline and the estimate are built.

NORTHWEST WEALTH MANAGEMENT, LLC held 287,923 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,923 shares
    Change vs previous 13F +15,979 shares

    1.57% of the 13F portfolio, value $11,876,824.

    13F-HR 0001695344-26-000004 filed by NORTHWEST WEALTH MANAGEMENT, 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 271,944 shares
    Change vs previous 13F +6,757 shares

    1.59% of the 13F portfolio, value $10,594,921.

    13F-HR 0001695344-26-000003 filed by NORTHWEST WEALTH MANAGEMENT, 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 265,187 shares
    Change vs previous 13F +14,491 shares

    1.59% of the 13F portfolio, value $10,106,272.

    13F-HR 0001695344-26-000001 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    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 250,696 shares
    Change vs previous 13F -4,064 shares

    1.5% of the 13F portfolio, value $9,112,791.

    13F-HR 0001695344-25-000007 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    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 254,760 shares
    Change vs previous 13F -101 shares

    1.59% of the 13F portfolio, value $8,807,043.

    13F-HR 0001695344-25-000005 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    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 254,861 shares
    Change vs previous 13F +23,113 shares

    1.59% of the 13F portfolio, value $7,959,305.

    13F-HR 0001695344-25-000002 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    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 231,748 shares
    Change vs previous 13F +47,521 shares

    1.43% of the 13F portfolio, value $6,767,056.

    13F-HR 0001695344-25-000001 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    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 184,227 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,854,721.

    13F-HR 0001695344-24-000004 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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