Northwest Financial Advisors
CIK
0002010635
City
HERNDON
State / Country
VA
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $336,921 | 43,870 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $106,785 | 13,500 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $101,520 | 13,500 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $105,300 | 13,500 | Shares | Sole | 2025-04-11 |