Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Compass Financial Management LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
7 tracked 13F filers disclose a position in NWBO as of the latest SEC 13F filings, a combined $403K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Compass Financial Management LLC | 1.2M | $227K | ▲New +1.2M sh | Q2 2026 | |
| 2 | Kelleher Financial Advisors | 800K | $149K | ▲+300% Added · +600K sh | Q2 2026 | |
| 3 | VSM Wealth Advisory, LLC | 81K | $15K | —Held | Q2 2026 | |
| 4 | Ethos Financial Group, LLC | 39K | $6K | —Held | Q2 2026 | |
| 5 | Williams Jones Wealth Management, LLC. | 25K | $5K | —Held | Q2 2026 | |
| 6 | Coston, McIsaac & Partners | 1K | $0 | —Held | Q2 2026 | |
| 7 | McIlrath & Eck, LLC | 600 | $124 | ▲New +600 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in NWBO, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 4 funds | $84.0M |
| Vanguard Growth ETFVUG | 4 funds | $80.2M |
| Microsoft CorpMSFT | 4 funds | $70.2M |
| Vanguard Value ETFVTV | 4 funds | $63.5M |
| Vanguard S&P 500 ETFVOO | 4 funds | $55.8M |
| Nvidia CorpNVDA | 4 funds | $45.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $41.3M |
| Vanguard Large-Cap ETFVV | 4 funds | $40.3M |
| Vanguard Tot World STK ETFVT | 4 funds | $38.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $35.5M |
| Vanguard Dividend Apprec ETFVIG | 4 funds | $35.3M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $34.2M |
Ranked by how many of NWBO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NWBO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 17, 2023 | Malik Navid | Director | Buy (S) 2 lots, same day | 445K | $365K |
| Nov 16, 2023 | Malik Navid | Director | Buy (S) | 125K | $105K |
| Dec 28, 2018 | Powers Linda F | President and CEO, Director, 10% Owner | Sell (S) | 804K | $137K |
| Dec 27, 2018 | Powers Linda F | President and CEO, Director, 10% Owner | Sell (S) | 3.6M | $605K |
| Jun 30, 2015 | Cognate Bioservices, Inc. | 10% Owner | Sell (S) 2 lots, same day | 1.8M | $7.3M |
| Sep 15, 2014 | Toucan General II, LLC | 10% Owner | Sell (S) | 150K | $751K |
| Sep 1, 2014 | Toucan General II, LLC | 10% Owner | Buy (P) | 639K | — |
| Aug 27, 2014 | Toucan General II, LLC | 10% Owner | Sell (S) | 145K | $750K |
| Aug 1, 2014 | Toucan General II, LLC | 10% Owner | Buy (P) | 550K | — |
| Aug 1, 2014 | Farmer Robert A | Director | Buy (P) | 3K | $17K |
| Jul 1, 2014 | Toucan General II, LLC | 10% Owner | Buy (P) | 797K | — |
| Jun 30, 2014 | Toucan General II, LLC | 10% Owner | Buy (P) | 563K | — |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for NWBO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NWBO/capital-change-brief"
Use Arkolith's capital_change_brief for NWBO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NWBO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.