Advertisement
Screener

Northwest Quadrant Wealth Management, LLC Historic Quarter Change: USA Other Stocks, Sold Out

Northwest Quadrant Wealth Management, LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Northwest Quadrant Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697767), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). 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 2016-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Morse Asset Management, IncUnited States$0.481B403
TB Alternative Assets Ltd.Hong Kong$0.481B36
Evernest Financial Advisors, LLCUnited States$0.481B180
HOURGLASS CAPITAL, LLCUnited States$0.480B130
BENEDICT FINANCIAL ADVISORS INCUnited States$0.480B133
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCUnited States$0.482B173
Privium Fund Management B.V.Netherlands$0.480B60
ITHAKA GROUP LLCUnited States$0.482B38
Firestone Capital ManagementUnited States$0.480B160
Yelin Lapidot Holdings Management Ltd.Israel$0.480B95