Wealth Advisors Northwest LLC quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Wealth Advisors Northwest LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2053892): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-15). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |