Northwest Financial Advisors
CIK
0002010635
City
HERNDON
State / Country
VA
Holdings in NPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $520,356 | 47,006 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $513,798 | 44,293 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $515,753 | 45,804 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $495,008 | 41,458 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $636,510 | 50,317 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $652,281 | 50,060 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $573,516 | 49,871 | Shares | Sole | 2025-01-27 |
| 2024-03-31 | $444,648 | 40,167 | Shares | Sole | 2025-01-27 |
| 2023-12-31 | $310,356 | 28,790 | Shares | Sole | 2024-02-07 |