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NORTHWEST WEALTH MANAGEMENT, LLC: DFGR position timeline

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

NORTHWEST WEALTH MANAGEMENT, LLC held 126,490 DFGR 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 126,490 shares
    Change vs previous 13F +2,387 shares

    0.48% of the 13F portfolio, value $3,664,427.

    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 124,103 shares
    Change vs previous 13F +25,443 shares

    0.5% of the 13F portfolio, value $3,298,662.

    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 98,660 shares
    Change vs previous 13F +12,396 shares

    0.41% of the 13F portfolio, value $2,606,606.

    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 86,264 shares
    Change vs previous 13F -4,175 shares

    0.39% of the 13F portfolio, value $2,355,882.

    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 90,439 shares
    Change vs previous 13F +8,977 shares

    0.44% of the 13F portfolio, value $2,426,477.

    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 81,462 shares
    Change vs previous 13F +7,464 shares

    0.43% of the 13F portfolio, value $2,139,186.

    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 73,998 shares
    Change vs previous 13F +15,195 shares

    0.4% of the 13F portfolio, value $1,889,913.

    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 58,803 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,697,061.

    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).