Northstar Financial Companies, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$108M
Signature - Title
Keith Dwyer - Chief Compliance Officer
Location
Conshohocken, PA
Summary
This page shows a list of all the recent 13F filings made by Northstar Financial Companies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northstar Financial Companies, Inc. reported 100 stock holdings with total value $108M as of Q3 2025. Top holdings included IWB, V, AAPL, VOOG, and MSFT.

Email me when Northstar Financial Companies, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 100 $108M +$11.2M -$6.14M +$5.04M IWB, V, AAPL, VOOG, MSFT 13F-HR 11/12/2025, 08:36 AM
Q2 2025 100 $96.2M +$11.2M -$12M -$823K IWB, V, VOOG, AAPL, MSFT 13F-HR 8/12/2025, 09:01 AM
Q1 2025 104 $92.2M +$3.79M -$17.1M -$13.3M IWB, V, AAPL, VOOG, MSFT 13F-HR 5/14/2025, 01:44 PM
Q4 2024 108 $106M $0 $0 IWB, AAPL, V, VOOG, MSFT 13F-HR 3/12/2025, 03:46 PM