Northern Financial Advisors Inc historic quarter change: Foreign Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Northern Financial Advisors Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1962457), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Polaris Investment Advisors, LLC | United States | $0.137B | 70 |
| LANE BROTHERS & CO INC | United States | $0.137B | 83 |
| DIAMANT ASSET MANAGEMENT, INC. | United States | $0.137B | 76 |
| Bank of Marin | United States | $0.137B | 152 |
| 46 Peaks LLC | United States | $0.137B | 21 |
| Ridgeline Wealth Planning, LLC | United States | $0.137B | 51 |
| DiPaolo Financial Group, Inc. | United States | $0.137B | 45 |
| AI-Squared Management Ltd | Hong Kong | $0.137B | 19 |
| Schwallier Wealth Management LLC | United States | $0.137B | 58 |
| Generation Capital Management LLC | United States | $0.137B | 74 |