BETHESDA, MD
NORTHWEST BIOTHERAPEUTICS INCNWBO— Latest position per institution from SEC 13F filings
15
Institutional holders
2.36M
Total shares held
440.97K
Estimated value
118.10K
Avg. position size
COMPASS FINANCIAL MANAGEMENT LLC
CIK 2148724
Shares
1.22M
Value
227.07K
Filed
Jun 30, 2026
KELLEHER FINANCIAL ADVISORS
CIK 1507971
Shares
800K
Value
149.44K
Filed
Jun 30, 2026
VSM WEALTH ADVISORY, LLC
CIK 2050660
Shares
80.57K
Value
15.05K
Filed
Jun 30, 2026
OPUS CAPITAL GROUP, LLC
CIK 1330325
Shares
60.15K
Value
11.00
Filed
Jun 30, 2026
MARIPAU WEALTH MANAGEMENT LLC
CIK 1890698
Shares
39.49K
Value
16.86K
Filed
Jun 30, 2024
ETHOS FINANCIAL GROUP, LLC
CIK 1954242
Shares
39.07K
Value
6.33K
Filed
Jun 30, 2026
WILLIAMS JONES WEALTH MANAGEMENT, LLC.
CIK 1788587
Shares
25K
Value
4.67K
Filed
Jun 30, 2026
LEE DANNER & BASS INC
CIK 939219
Shares
20K
Value
6.00
Filed
Sep 30, 2024
GRACE & WHITE INC /NY
CIK 903064
Shares
14.71K
Value
9.19K
Filed
Mar 31, 2023
ALPHAMARK ADVISORS, LLC
CIK 1348183
Shares
14.01K
Value
4.00
Filed
Dec 31, 2024
ROTHSCHILD WEALTH LLC
CIK 1811345
Shares
12.93K
Value
3.55K
Filed
Dec 31, 2024
GOFEN & GLOSSBERG LLC /IL/
CIK 315498
Shares
12.74K
Value
10.00
Filed
Dec 31, 2022
ADVISORS MANAGEMENT GROUP INC /ADV
CIK 842766
Shares
10.27K
Value
2.00
Filed
Dec 31, 2025
ESTABROOK CAPITAL MANAGEMENT
CIK 1344717
Shares
7K
Value
5.49K
Filed
Dec 31, 2022
BARTLETT & CO. WEALTH MANAGEMENT LLC
CIK 2010186
Shares
4.29K
Value
3.15K
Filed
Dec 31, 2023
BARTLETT & CO. LLC
CIK 1550075
Shares
4.29K
Value
3.00
Filed
Dec 31, 2023
COSTON, MCISAAC & PARTNERS
CIK 1945037
Shares
1K
Value
0.00
Filed
Jun 30, 2026
MCILRATH & ECK, LLC
CIK 1701714
Shares
600.00
Value
124.00
Filed
Mar 31, 2026
HANTZ FINANCIAL SERVICES, INC.
CIK 1071061
Shares
250.00
Value
0.00
Filed
Jun 30, 2026
STRIVE FINANCIAL GROUP ,LLC
CIK 2090040
Shares
100.00
Value
19.00
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | 1.22M | 227.07K | Jun 30, 2026 |
| 2 | KELLEHER FINANCIAL ADVISORS | 1507971 | 800K | 149.44K | Jun 30, 2026 |
| 3 | VSM WEALTH ADVISORY, LLC | 2050660 | 80.57K | 15.05K | Jun 30, 2026 |
| 4 | OPUS CAPITAL GROUP, LLC | 1330325 | 60.15K | 11.00 | Jun 30, 2026 |
| 5 | MARIPAU WEALTH MANAGEMENT LLC | 1890698 | 39.49K | 16.86K | Jun 30, 2024 |
| 6 | ETHOS FINANCIAL GROUP, LLC | 1954242 | 39.07K | 6.33K | Jun 30, 2026 |
| 7 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 1788587 | 25K | 4.67K | Jun 30, 2026 |
| 8 | LEE DANNER & BASS INC | 939219 | 20K | 6.00 | Sep 30, 2024 |
| 9 | GRACE & WHITE INC /NY | 903064 | 14.71K | 9.19K | Mar 31, 2023 |
| 10 | ALPHAMARK ADVISORS, LLC | 1348183 | 14.01K | 4.00 | Dec 31, 2024 |
| 11 | ROTHSCHILD WEALTH LLC | 1811345 | 12.93K | 3.55K | Dec 31, 2024 |
| 12 | GOFEN & GLOSSBERG LLC /IL/ | 315498 | 12.74K | 10.00 | Dec 31, 2022 |
| 13 | ADVISORS MANAGEMENT GROUP INC /ADV | 842766 | 10.27K | 2.00 | Dec 31, 2025 |
| 14 | ESTABROOK CAPITAL MANAGEMENT | 1344717 | 7K | 5.49K | Dec 31, 2022 |
| 15 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | 4.29K | 3.15K | Dec 31, 2023 |
| 16 | BARTLETT & CO. LLC | 1550075 | 4.29K | 3.00 | Dec 31, 2023 |
| 17 | COSTON, MCISAAC & PARTNERS | 1945037 | 1K | 0.00 | Jun 30, 2026 |
| 18 | MCILRATH & ECK, LLC | 1701714 | 600.00 | 124.00 | Mar 31, 2026 |
| 19 | HANTZ FINANCIAL SERVICES, INC. | 1071061 | 250.00 | 0.00 | Jun 30, 2026 |
| 20 | STRIVE FINANCIAL GROUP ,LLC | 2090040 | 100.00 | 19.00 | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.