New Positions
1 managers initiated
Top five by reported value
Northwest Biotherapeutics, Inc. OQB:NWBO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new2 added4 reduced0 exited
Total Institutional Holders
7
as of 2025-12-31
Top Holder
VSM Wealth Advisory, LLC
$15.0K
Largest QoQ Increase
VSM Wealth Advisory, LLC
+15,000 sh
Largest QoQ Decrease
Opus Capital Group, LLC
0 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 10,270 | +10,270 | $2 | +$2 | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VSM Wealth Advisory, LLC | 80,574 | +15,000 | $15.0K | -$751 | 22.9% |
| Ethos Financial Group, LLC | 28,350 | +3,000 | $6.5K | +$396 | 11.8% |
Reduced(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 27,000 | 0 | $6.2K | -$309 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 250 | 0 | $0 | $0 | 0.0% |
| Coston, McIsaac & Partners | 1,000 | 0 | $0 | $0 | 0.0% |
| Opus Capital Group, LLC | 60,150 | 0 | $14 | $0 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VSM Wealth Advisory, LLC | 80,574 | $15.0K | +15,000 | 22.9% |
| Ethos Financial Group, LLC | 28,350 | $6.5K | +3,000 | 11.8% |
| Williams Jones Wealth Management, LLC. | 27,000 | $6.2K | 0 | 0.0% |
| Opus Capital Group, LLC | 60,150 | $14 | 0 | 0.0% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 10,270 | $2 | +10,270 | — |
| Coston, McIsaac & Partners | 1,000 | $0 | 0 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 250 | $0 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for NWBO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.