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NORTHWEST WEALTH MANAGEMENT, LLC: VBR position timeline

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

NORTHWEST WEALTH MANAGEMENT, LLC held 12,691 VBR 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 12,691 shares
    Change vs previous 13F -146 shares

    0.41% of the 13F portfolio, value $3,083,670.

    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 12,837 shares
    Change vs previous 13F -939 shares

    0.42% of the 13F portfolio, value $2,788,750.

    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 13,776 shares
    Change vs previous 13F -1,610 shares

    0.46% of the 13F portfolio, value $2,917,685.

    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 15,386 shares
    Change vs previous 13F +14 shares

    0.53% of the 13F portfolio, value $3,211,136.

    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 15,372 shares
    Change vs previous 13F +40 shares

    0.54% of the 13F portfolio, value $2,997,772.

    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 15,332 shares
    Change vs previous 13F -156 shares

    0.57% of the 13F portfolio, value $2,856,273.

    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 15,488 shares
    Change vs previous 13F -1,180 shares

    0.65% of the 13F portfolio, value $3,069,480.

    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 16,668 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,346,525.

    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).