• 13F History

Northwest Quadrant Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$440M
Signature - Title
Tyler Simones - CCO
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Northwest Quadrant Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northwest Quadrant Wealth Management, LLC reported 75 stock holdings with total value $440M as of Q4 2024. Top holdings included SCHX, VO, IJR, TFLO, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 75 $440M +$104M -$2.4M +$102M SCHX, VO, IJR, TFLO, IEFA 13F-HR 2/13/2025, 08:08 PM
Q3 2024 65 $434M +$3.69M -$2.24M +$1.45M SCHX, VO, IJR, IEFA, TFLO 13F-HR 10/4/2024, 04:34 PM
Q2 2024 62 $406M +$4.48M -$3.87M +$608K SCHX, VO, IJR, IEFA, TFLO 13F-HR 7/12/2024, 02:11 PM
Q1 2024 64 $408M +$12.4M -$11.4M +$1.09M SCHX, VO, IJR, IEFA, TFLO 13F-HR 4/12/2024, 02:13 PM
Q4 2023 61 $387M +$3.75M -$4.87M -$1.12M SCHX, VO, IJR, TFLO, SHV 13F-HR 1/9/2024, 05:52 PM
Q3 2023 60 $356M +$29.2M -$1.13M +$28.1M SCHX, VO, IJR, TFLO, SHV 13F-HR 10/10/2023, 09:12 PM
Q2 2023 55 $362M +$4.06M -$2.2M +$1.85M SCHX, VO, IJR, TFLO, SHV 13F-HR 8/3/2023, 11:26 AM
Q1 2023 54 $347M +$9.67M -$204K +$9.47M SCHX, VO, IJR, SHV, TFLO 13F-HR 4/10/2023, 09:57 PM
Q4 2022 58 $328M +$40.1M -$505K +$39.6M SCHX, VO, IJR, SHV, TFLO 13F-HR 1/30/2023, 07:16 PM
Q3 2022 54 $305M +$4.41M -$1.95M +$2.46M SCHX, VO, IJR, VTIP, IEFA 13F-HR 10/11/2022, 08:02 PM
Q2 2022 59 $323M +$7.59M -$1.25M +$6.34M SCHX, VO, IJR, VTIP, IEFA 13F-HR 8/3/2022, 06:02 PM
Q1 2022 66 $365M +$95.6M -$1.57M +$94.1M SCHX, VO, IJR, IEFA, VTIP 13F-HR 4/8/2022, 05:14 PM
Q4 2021 65 $372M +$32.6M -$24.3M +$8.3M SCHX, VO, VGSH, IJR, IEFA 13F-HR 1/25/2022, 05:52 PM
Q3 2021 64 $349M +$4.75M -$2.05M +$2.7M SCHX, VO, IJR, VGSH, IEFA 13F-HR 10/12/2021, 09:54 PM
Q2 2021 65 $347M +$7.77M -$803K +$6.97M SCHX, VO, IJR, VGSH, IEFA 13F-HR 7/19/2021, 07:27 PM
Q1 2021 63 $324M +$19.1M -$11M +$8.08M SCHX, VGSH, IJR, VO, IEFA 13F-HR 4/14/2021, 01:06 PM
Q4 2020 60 $296M +$14.4M -$2.93M +$11.4M SCHX, VGSH, VO, IEFA, IJR 13F-HR 1/22/2021, 04:20 PM
Q3 2020 55 $252M +$7.32M -$2.69M +$4.63M SCHX, VGSH, IEFA, VO, IJR 13F-HR 10/13/2020, 09:55 AM
Q2 2020 57 $237M +$5.3M -$1.09M +$4.21M SCHX, VGSH, IEFA, VO, IJR 13F-HR 7/8/2020, 05:49 PM
Q1 2020 51 $219M +$17M -$5.97M +$11M SCHX, VGSH, IEFA, VO, IJR 13F-HR 5/11/2020, 04:53 PM
Q4 2019 66 $243M +$25.9M -$24.6M +$1.26M SCHX, VGSH, IEFA, VO, IJR 13F-HR 1/21/2020, 03:44 PM
Q3 2019 65 $233M +$11.5M -$708K +$10.8M SCHX, IEFA, VGSH, IJR, VO 13F-HR 10/24/2019, 02:01 PM
Q2 2019 62 $219M +$4.85M -$651K +$4.2M SCHX, IEFA, VGSH, IJR, VO 13F-HR 7/16/2019, 07:50 PM
Q1 2019 62 $214M +$4.15M -$686K +$3.46M SCHX, IEFA, VGSH, IJR, VO 13F-HR 4/10/2019, 11:47 AM
Q4 2018 57 $200M +$44.9M -$121K +$44.8M SCHX, IEFA, VGSH, IJR, VO 13F-HR 2/1/2019, 04:05 PM
Q3 2018 53 $162M +$30.6M -$211K +$30.4M SCHX, IEFA, IJR, VGSH, VO 13F-HR 11/16/2018, 12:17 PM
Q2 2018 48 $148M +$25.3M -$200K +$25.1M SCHX, IEFA, IJR, VO, VCSH 13F-HR 8/10/2018, 02:14 PM
Q1 2018 58 $153M +$14.5M -$172K +$14.3M SCHX, IEFA, IJR, VO, BSCKXXXX 13F-HR 5/9/2018, 11:17 AM
Q4 2017 57 $144M +$17.2M -$1.02M +$16.2M SCHX, IEFA, IJR, VO, BSCKXXXX 13F-HR 2/8/2018, 10:26 AM
Q3 2017 56 $133M +$15.3M -$1.15M +$14.1M SCHX, IEFA, IJR, VO, BSCKXXXX 13F-HR 11/14/2017, 02:45 PM
Q2 2017 55 $115M +$10.8M -$760K +$10M SCHX, IEFA, IJR, VO, BSCKXXXX 13F-HR 8/10/2017, 11:27 AM
Q1 2017 58 $105M +$7.41M -$204K +$7.21M SCHX, IEFA, IJR, VO, BSCKXXXX 13F-HR 5/11/2017, 07:46 PM
Q4 2016 57 $84.8M SCHX, IEFA, VO, BSCKXXXX, BSCJXXXX Restatement 5/11/2017, 07:45 PM