Northwest Financial Advisors
Position in SBI — Western Asset Intermediate Muni Fund Inc.
CIK 2010635
HERNDON, VA
Position in SBI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$365,726
+$8,906 QoQ
Shares Held
46,471
+0.0% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#30
of 59 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Northwest Financial Advisors holds $3,172,182 across 4 Asset Management names. SBI ranks #3 (11.5% of the industry book) .
All Filings in SBI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,726 | 46,471 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $356,820 | 46,461 | Shares | Sole | 2026-04-24 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||