Wealth Advisors Northwest LLC historic quarter change: USA Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Wealth Advisors Northwest 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 2053892), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16). 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 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Verity Asset Management, Inc. | United States | $0.238B | 213 |
| Mine & Arao Wealth Creation & Management, LLC. | United States | $0.238B | 75 |
| Cascades Capital Asset Management, LLC | United States | $0.239B | 159 |
| Saraza Management, LP | United States | $0.239B | 20 |
| Genesee Capital Advisors, LLC | United States | $0.239B | 138 |
| Torrey Growth & Income Advisors | United States | $0.239B | 110 |
| SimpliFi, Inc. | United States | $0.238B | 43 |
| Mechanics Financial Corp | United States | $0.239B | 232 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | United States | $0.239B | 97 |
| Orange County Employees Retirement System | United States | $0.239B | 2 |