Northstar Financial Companies, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    conshohocken, PA
  • CIK
    0002059828
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

100

$96.18 M
IWB, V, VOOG, AAPL
13F-HR
Aug 12, 2025
000176538025000327

104

$92.18 M
IWB, V, AAPL, VOOG
13F-HR
May 14, 2025
000176538025000231

108

$105.65 M
IWB, AAPL, V, VOOG
13F-HR
Mar 12, 2025
000176538025000140