Northbridge Financial Group, LLC

SEC CIK: 0001968850
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco Inc in every 13F filed by Northbridge Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q2 2026): 1,630
Value: $679.1K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of WSO by Northbridge Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,630	$679.1K	0.3%	−356−17.9%	Reduced	Holders
Q1 2026	1,986	$826.9K	0.4%	−47−2.3%	Reduced	Holders
Q4 2025	2,033	$684.9K	0.3%	–	No prior filing	Holders