Northwest Wealth Management, LLCETFConcentrated long-term

CIK: 0001695344 | SPENCER, IA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	286	$777.3M	2026-10-30	SEC ↗
Q2 2026	13F-HR	265	$758.1M	2026-07-13	SEC ↗
Q1 2026	13F-HR	255	$665.3M	2026-04-14	SEC ↗
Q4 2025	13F-HR	250	$635.5M	2026-01-14	SEC ↗
Q3 2025	13F-HR	221	$606.7M	2025-10-14	SEC ↗
Q2 2025	13F-HR	208	$553.3M	2025-07-17	SEC ↗
Q1 2025	13F-HR	188	$502.2M	2025-04-25	SEC ↗
Q4 2024	13F-HR	167	$471.9M	2025-02-10	SEC ↗
Q3 2024	13F-HR	166	$428.8M	2024-11-04	SEC ↗
Q2 2024	13F-HR	168	$386.3M	2024-08-05	SEC ↗
Q1 2024	13F-HR	171	$364.9M	2024-05-14	SEC ↗
Q4 2023	13F-HR	161	$332.1M	2024-02-14	SEC ↗
Q3 2023	13F-HR	149	$277.8M	2023-11-01	SEC ↗
Q2 2023	13F-HR	150	$275.8M	2023-08-07	SEC ↗
Q1 2023	13F-HR	155	$261.9M	2023-05-10	SEC ↗
Q4 2022	13F-HR	140	$233.6M	2023-02-07	SEC ↗
Q3 2022	13F-HR	137	$15.3M	2022-10-27	SEC ↗
Q2 2022	13F-HR	145	$15.9M	2022-07-26	SEC ↗
Q1 2022	13F-HR	133	$11.0M	2022-04-29	SEC ↗
Q4 2021	13F-HR	124	$9.1M	2022-01-24	SEC ↗
Q3 2021	13F-HR	116	$7.6M	2021-10-20	SEC ↗
Q2 2021	13F-HR	128	$7.3M	2021-08-02	SEC ↗
Q1 2021	13F-HR	109	$4.7M	2021-05-10	SEC ↗
Q4 2020	13F-HR	104	$3.2M	2021-01-28	SEC ↗
Q3 2020	13F-HR	97	$542.1K	2020-10-19	SEC ↗
Q2 2020	13F-HR	95	$682.1K	2020-07-13	SEC ↗
Q1 2020	13F-HR	90	$98.8K	2020-04-29	SEC ↗
Q4 2019	13F-HR	98	$318.9K	2020-01-14	SEC ↗
Q3 2019	13F-HR	116	$121.8K	2019-10-28	SEC ↗
Q2 2019	13F-HR	115	$124.0K	2019-07-23	SEC ↗
Q1 2019	13F-HR	544	$532.3K	2019-04-12	SEC ↗
Q4 2018	13F-HR	536	$505.7K	2019-01-24	SEC ↗
Q3 2018	13F-HR	536	$657.1K	2018-10-11	SEC ↗
Q2 2018	13F-HR	530	$556.6K	2018-07-10	SEC ↗
Q1 2018	13F-HR	749	$565.2K	2018-04-13	SEC ↗
Q4 2017	13F-HR	125	$122.8K	2018-01-31	SEC ↗
Q3 2017	13F-HR	64	$71.5K	2017-10-30	SEC ↗
Q2 2017	13F-HR	95	$4.4M	2017-07-24	SEC ↗
Q1 2017	13F-HR	93	$4.3M	2017-05-02	SEC ↗
Q4 2016Amended	13F-HR/A	89	$94.2K	2017-02-09	SEC ↗