Northstar Financial Companies, Inc.

13F Filings History

Latest 13F report: Q2 2025 - Aug 12, 2025
Value $: $96.2M
Signature - Title: Keith Dwyer - Chief Compliance Officer
Location: Conshohocken, PA
Summary: This page shows a list of all the recent 13F filings made by Northstar Financial Companies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northstar Financial Companies, Inc. reported 100 stock holdings with total value $96.2M as of Q2 2025. Top holdings included IWB, V, VOOG, AAPL, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	100	$96.2M	+$11.2M	-$12M	-$823K	IWB, V, VOOG, AAPL, MSFT	13F-HR	8/12/2025, 09:01 AM
Q1 2025	104	$92.2M	+$3.79M	-$17.1M	-$13.3M	IWB, V, AAPL, VOOG, MSFT	13F-HR	5/14/2025, 01:44 PM
Q4 2024	108	$106M	$0	$0		IWB, AAPL, V, VOOG, MSFT	13F-HR	3/12/2025, 03:46 PM