Northwest Financial Advisors
- SEC CIK
- 0002010635
- Latest filing
- Jul 27, 2026
SBI holding history
Western Asset Intermediate Muni Fund Inc. in every 13F filed by Northwest Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SBI overviewAll 13F holders of SBIFull Q2 2026 holdings
- Shares (Q2 2026)
- 46,471
- Value
- $365.7K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 46,471 | $365.7K | <0.1% | +100.0% | Added | Holders |
| Q1 2026 | 46,461 | $356.8K | 0.7% | +2,591+5.9% | Added | Holders |
| Q4 2025 | 43,870 | $336.9K | 0.7% | +30,370+225.0% | Added | Holders |
| Q3 2025 | 13,500 | $106.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 13,500 | $101.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 13,500 | $105.3K | 0.1% | +13,500 | New | Holders |