Wealth Advisors Northwest LLC: DFSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisors Northwest LLC on DFSI, newest first. How the timeline and the estimate are built.
Wealth Advisors Northwest LLC held 15,765 DFSI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 15,765 sharesChange vs previous 13F +1,500 shares
0.24% of the 13F portfolio, value $711,004.
13F-HR 0002053892-26-000003 filed by Wealth Advisors Northwest 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 14,265 sharesChange vs previous 13F +1,808 shares
0.25% of the 13F portfolio, value $604,841.
13F-HR 0002053892-26-000002 filed by Wealth Advisors Northwest 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 12,457 sharesChange vs previous 13F +1,455 shares
0.24% of the 13F portfolio, value $533,709.
13F-HR 0002053892-26-000001 filed by Wealth Advisors Northwest 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 11,002 sharesChange vs previous 13F -2,473 shares
0.22% of the 13F portfolio, value $450,533.
13F-HR 0002053892-25-000007 filed by Wealth Advisors Northwest 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 13,475 sharesChange vs previous 13F +488 shares
0.28% of the 13F portfolio, value $531,050.
13F-HR 0002053892-25-000005 filed by Wealth Advisors Northwest 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 12,987 sharesChange vs previous 13F +1,663 shares
0.29% of the 13F portfolio, value $453,116.
13F-HR 0002053892-25-000003 filed by Wealth Advisors Northwest 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 11,324 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $371,993.
13F-HR 0002053892-25-000002 filed by Wealth Advisors Northwest LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).