Stone House Investment Management, LLC NWFL — NORWOOD FINL CORP

Ownership history in Stone House Investment Management, LLC  ·  13 quarters on record

AI Ownership Summary

Stone House Investment Management, LLC reported NORWOOD FINL CORP (NWFL) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows NWFL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NWFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stone House Investment Management, LLC's position in NORWOOD FINL CORP, 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 Q2

NWFL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How Stone House Investment Management, LLC held NWFL — position size vs. price
% of Fund (quarterly)    NWFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 379 — 0% 0.00% $12K 2026-08-05 $34.05
2026 Q1 UNCHANGED — — — 379 — 0% 0.00% $11K 2026-04-22 $30.39
2025 Q4 UNCHANGED — — — 379 — 0% 0.00% $11K 2026-01-21 $28.42
2025 Q3 UNCHANGED — — — 379 — 0% 0.00% $10K 2025-10-27 $26.12
2025 Q2 UNCHANGED — — — 379 — 0% 0.00% $10K 2025-08-06 $23.06
2025 Q1 UNCHANGED — — — 379 — 0% 0.00% $9K 2025-05-13 $25.32
2024 Q3 UNCHANGED — — — 379 — 0% 0.00% $10K 2024-11-13 $28.88
2024 Q2 UNCHANGED — — — 379 — 0% 0.00% $10K 2024-08-14 $22.68
2024 Q1 ADDED — — — 379 +4 +1.1% 0.00% $10K 2024-05-15 $21.90
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stone House Investment Management, LLC and NWFL

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

How long has Stone House Investment Management, LLC reported owning NWFL?

Stone House Investment Management, LLC reported NWFL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NWFL position in Stone House Investment Management, LLC's portfolio?

The largest reported portfolio weight for NWFL was 0.00% in 2024 Q2.

What is the latest reported NWFL position on this page?

The most recent filing on this page is 2026 Q2, when Stone House Investment Management, LLC reported 379 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this NWFL ownership page compare?

The chart compares Stone House Investment Management, LLC's quarterly NWFL 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 Stone House Investment Management, LLC time their NWFL position?

Based on 13F filing dates vs. subsequent NWFL price moves, Stone House Investment Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on NWFL relative to SPY over the holding period was +90.1%.

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