Northwest Financial Advisors NPV — NUVEEN VIRGINIA QLTY MUNCPL

Ownership history in Northwest Financial Advisors  ·  10 quarters on record

AI Ownership Summary

Northwest Financial Advisors reported NUVEEN VIRGINIA QLTY MUNCPL (NPV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.07% in 2025 Q4. The latest visible filing shows NPV at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NPV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northwest Financial Advisors's position in NUVEEN VIRGINIA QLTY MUNCPL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NPV was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NPV stock page Northwest Financial Advisors fund profile Northwest Financial Advisors full holdings
How Northwest Financial Advisors held NPV — position size vs. price
% of Fund (quarterly)    NPV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,417 +1,411 +3.0% 1.06% $549K 2026-04-24 $11.51
2025 Q4 ADDED — — — 47,006 +2,713 +6.1% 1.07% $520K 2026-01-26 $10.93
2025 Q3 REDUCED — — — 44,293 -1,511 -3.3% 0.66% $514K 2025-11-06 $11.06
2025 Q2 ADDED — — — 45,804 +4,346 +10.5% 0.72% $516K 2025-08-04 $10.40
2025 Q1 REDUCED 17.6% -3.9% ✅ 41,458 -8,859 -17.6% 0.41% $495K 2025-04-11 $10.12
2024 Q4 ADDED — — — 50,317 +257 +0.5% 0.53% $637K 2025-01-22 $11.57
2024 Q3 ADDED — — — 50,060 +189 +0.4% 0.52% $652K 2024-11-13 $11.96
2024 Q2 ADDED — — — 49,871 +9,705 +24.2% 0.40% $574K 2024-08-13 $10.45
2024 Q1 ADDED — — — 40,166 +11,376 +39.5% 0.33% $445K 2024-05-09 $9.40
2023 Q4 INITIATED — — — 28,790 — — 0.26% $310K 2024-02-07 $9.40

🏢 Other funds also holding NPV

As of 2026 Q1 — sorted by position size

Realta Investment Advisors 3Y 0.2% Canal Capital Management, LLC 3Y 7Y 0.04% DAVENPORT & Co LLC 3Y 7Y 0.02% CARY STREET PARTNERS FINANCIAL LLC 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% Spire Wealth Management 3Y 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About Northwest Financial Advisors and NPV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Northwest Financial Advisors reported owning NPV?

Northwest Financial Advisors reported NPV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NPV position in Northwest Financial Advisors's portfolio?

The largest reported portfolio weight for NPV was 1.07% in 2025 Q4.

What is the latest reported NPV position on this page?

The most recent filing on this page is 2026 Q1, when Northwest Financial Advisors reported 48,417 shares, equal to 1.06% of portfolio, with an estimated market value of $549K.

What does the chart on this NPV ownership page compare?

The chart compares Northwest Financial Advisors's quarterly NPV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Northwest Financial Advisors time their NPV position?

Based on 13F filing dates vs. subsequent NPV price moves, Northwest Financial Advisors correctly timed 5 out of 9 reported position changes (56%).

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