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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

PII holding history

Polaris 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.

PII overviewAll 13F holders of PIIFull Q2 2026 holdings

Shares (Q2 2026)
8,127
Value
$556.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of PII by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,127$556.2K0.1%+2,423+42.5%AddedHolders
Q1 20265,704$310.9K<0.1%−63−1.1%ReducedHolders
Q4 20255,767$364.7K0.1%−75−1.3%ReducedHolders
Q3 20255,842$339.6K0.1%+29+0.5%AddedHolders
Q2 20255,813$236.3K<0.1%+924+18.9%AddedHolders
Q1 20254,889$200.2K<0.1%+3+0.1%AddedHolders
Q4 20244,886$281.5K0.1%+4,886NewHolders
Q2 20240$00.0%−2,599−100.0%Sold outHolders
Q1 20242,599$260.2K0.1%−1,291−33.2%ReducedHolders
Q4 20233,890$368.7K0.1%+1,085+38.7%AddedHolders
Q3 20232,805$292.1K0.1%−433−13.4%ReducedHolders
Q2 20233,238$391.6K0.1%−1,047−24.4%ReducedHolders
Q1 20234,285$474.1K0.2%−963−18.3%ReducedHolders
Q4 20225,248$530.0K0.2%−2,365−31.1%ReducedHolders
Q3 20227,613$728.0K0.3%−68−0.9%ReducedHolders
Q2 20227,681$763.0K0.3%+2,009+35.4%AddedHolders
Q1 20225,672$597.0K0.3%+2,351+70.8%AddedHolders
Q4 20213,321$365.0K0.2%00.0%UnchangedHolders
Q3 20213,321$397.0K0.2%−168−4.8%ReducedHolders
Q2 20213,489$478.0K0.3%00.0%UnchangedHolders
Q1 20213,489$466.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.