NORTHWEST WEALTH MANAGEMENT, LLC: VUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHWEST WEALTH MANAGEMENT, LLC on VUSB, newest first. How the timeline and the estimate are built.
NORTHWEST WEALTH MANAGEMENT, LLC held 15,599 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 15,599 sharesChange vs previous 13F -1,131 shares
0.1% of the 13F portfolio, value $776,518.
13F-HR 0001695344-26-000004 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,730 sharesChange vs previous 13F -213 shares
0.13% of the 13F portfolio, value $832,903.
13F-HR 0001695344-26-000003 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,943 sharesChange vs previous 13F +82 shares
0.13% of the 13F portfolio, value $844,439.
13F-HR 0001695344-26-000001 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,861 sharesChange vs previous 13F -249 shares
0.14% of the 13F portfolio, value $842,966.
13F-HR 0001695344-25-000007 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,110 sharesChange vs previous 13F +376 shares
0.15% of the 13F portfolio, value $853,190.
13F-HR 0001695344-25-000005 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,734 sharesChange vs previous 13F -1,609 shares
0.17% of the 13F portfolio, value $834,284.
13F-HR 0001695344-25-000002 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,343 sharesChange vs previous 13F -9,746 shares
0.19% of the 13F portfolio, value $910,181.
13F-HR 0001695344-25-000001 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,089 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $1,402,774.
13F-HR 0001695344-24-000004 filed by NORTHWEST WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).