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Disclosery

Northeast Financial Group, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Group, Inc. on IWM, newest first. How the timeline and the estimate are built.

Northeast Financial Group, Inc. held 17,048 IWM shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,048 shares
    Change vs previous 13F -3,947 shares

    1.13% of the 13F portfolio, value $4,228,799.

    13F-HR 0001172661-26-002401 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 20,995 shares
    Change vs previous 13F -23,298 shares

    1.3% of the 13F portfolio, value $5,168,475.

    13F-HR 0001172661-26-001212 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 44,293 shares
    Change vs previous 13F +33,800 shares

    2.67% of the 13F portfolio, value $10,717,469.

    13F-HR 0001172661-25-004650 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 10,493 shares
    Change vs previous 13F +4,409 shares

    0.72% of the 13F portfolio, value $2,264,284.

    13F-HR 0001172661-25-002649 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 6,084 shares
    Change vs previous 13F +4,539 shares

    0.45% of the 13F portfolio, value $1,213,697.

    13F-HR 0001172661-25-001710 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,545 shares
    Change vs previous 13F +452 shares

    0.13% of the 13F portfolio, value $341,383.

    13F-HR 0001172661-25-000324 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,093 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $241,433.

    13F-HR 0001172661-24-004497 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).