Mark Sheptoff Financial Planning’s NWPX Infrastructure Inc NWPX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NWPX Stock Details NWPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.57K	Hold	50	–	–	﹤0.01%	428
2025 Q4	$3.13K	Hold	50	–	–	﹤0.01%	462
2025 Q3	$2.65K	Hold	50	–	–	﹤0.01%	442
2025 Q2	$2.05K	Hold	50	–	–	﹤0.01%	471
2025 Q1	$2.06K	Hold	50	–	–	﹤0.01%	406
2024 Q4	$2.41K	Hold	50	–	–	﹤0.01%	392
2024 Q3	$2.26K	Hold	50	–	–	﹤0.01%	391
2024 Q2	$1.7K	Hold	50	–	–	﹤0.01%	396
2024 Q1	$1.73K	Hold	50	–	–	﹤0.01%	366
2023 Q4	$1.51K	Hold	50	–	–	﹤0.01%	363
2023 Q3	$1.51K	Hold	50	–	–	﹤0.01%	346
2023 Q2	$1.51K	Hold	50	–	–	﹤0.01%	355
2023 Q1	$1.56K	Hold	50	–	–	﹤0.01%	351
2022 Q4	$1.69K	Hold	50	–	–	﹤0.01%	353
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	354
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	367
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	414
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	415
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	386
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	405
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	349
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	343
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	318
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	346
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	327
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	345
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	348
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	341
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	344
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	320
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	353
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	357
2018 Q1	$1K	Hold	50	–	–	﹤0.01%	370
2017 Q4	$1K	Hold	50	–	–	﹤0.01%	361
2017 Q3	$1K	Hold	50	–	–	﹤0.01%	361
2017 Q2	$1K	Sell	50 -1	-2%	-$15	﹤0.01%	353
2017 Q1	$1K	Buy	51 +1	+2%	+$18	﹤0.01%	353
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	342
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	337
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	333
2016 Q1	$0	Hold	50	–	–	﹤0.01%	384
2015 Q4	$1K	Hold	50	–	–	﹤0.01%	361
2015 Q3	$1K	Hold	50	–	–	﹤0.01%	378
2015 Q2	$1K	Hold	50	–	–	﹤0.01%	364
2015 Q1	$1K	Hold	50	–	–	﹤0.01%	324
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	309
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	318
2014 Q2	$2K	Hold	50	–	–	﹤0.01%	325
2014 Q1	$2K	Buy	+50	New	+$1.78K	﹤0.01%	336

Other funds holding NWPX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's NWPX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its NWPX Infrastructure Inc (NWPX) position steady in Q1 2026 at 50 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Mark Sheptoff Financial Planning first reported a position in NWPX in Q1 2014 and has held it in 49 quarters since. 187 funds tracked by Wall St. Rank hold NWPX as of Q1 2026.

Mark Sheptoff Financial Planning held 50 shares of NWPX Infrastructure Inc worth $5.57K as of Q1 2026.
Mark Sheptoff Financial Planning left its NWPX Infrastructure Inc share count unchanged in Q1 2026.
NWPX Infrastructure Inc made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #428 holding.
Mark Sheptoff Financial Planning first reported a position in NWPX Infrastructure Inc in Q1 2014 and has held it in 49 quarters since.
187 funds tracked by Wall St. Rank held NWPX Infrastructure Inc as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.