Current Market Value 133,229,407
Current Holdings 107
Most Recent File Date 2025-07-23
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Northern Financial Advisors Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 107 133,229
2025-05-06 2025-03-31 13F-HR 105 121,108
2025-01-30 2024-12-31 13F-HR 107 125,170
2024-10-29 2024-09-30 13F-HR 104 131,778
2024-08-05 2024-06-30 13F-HR 103 124,698
2024-04-30 2024-03-31 13F-HR 114 128,105
2024-02-06 2023-12-31 13F-HR 114 118,792
2023-11-14 2023-09-30 13F-HR 115 109,199
2023-07-21 2023-06-30 13F-HR 112 113,511
2023-04-27 2023-03-31 13F-HR 112 106,212
2023-01-30 2022-12-31 13F-HR 97 88,406