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Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

FIX holding history

Comfort Systems USA Inc in every 13F filed by Northwest Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
561
Value
$1.11M
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of FIX by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026561$1.11M0.1%−2−0.4%ReducedHolders
Q1 2026563$776.4K0.1%+8+1.4%AddedHolders
Q4 2025555$518.0K0.1%+187+50.8%AddedHolders
Q3 2025368$303.7K0.1%+368NewHolders