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NORTHWEST WEALTH MANAGEMENT, LLC: SPTM position timeline

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

NORTHWEST WEALTH MANAGEMENT, LLC held 27,412 SPTM 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 27,412 shares
    Change vs previous 13F -111 shares

    0.33% of the 13F portfolio, value $2,488,714.

    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 27,523 shares
    Change vs previous 13F +256 shares

    0.33% of the 13F portfolio, value $2,175,940.

    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 27,267 shares
    Change vs previous 13F -325 shares

    0.35% of the 13F portfolio, value $2,249,487.

    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 27,592 shares
    Change vs previous 13F -795 shares

    0.37% of the 13F portfolio, value $2,225,325.

    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 28,387 shares
    Change vs previous 13F +1,513 shares

    0.38% of the 13F portfolio, value $2,125,918.

    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 26,874 shares
    Change vs previous 13F +1,561 shares

    0.36% of the 13F portfolio, value $1,827,702.

    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 25,313 shares
    Change vs previous 13F -357 shares

    0.38% of the 13F portfolio, value $1,808,097.

    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 25,670 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,798,414.

    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).