STOCK TITAN

Wellington entities report 6.89% holding in Norwood Financial (NWFL)

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Norwood Financial Corp common stock ownership is reported by multiple Wellington entities as an amendment to a Schedule 13G/A. The filing shows 750,791 shares beneficially owned by the group, representing 6.89% of the class. The cover identifies the issuer address in Honesdale, PA and the CUSIP 669549107. The filing is signed by Matthew Revell as Compliance Manager with filing dates on the cover pages.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a 6.89% beneficial stake via multiple affiliated entities.

Wellington Management Group LLP and related entities report beneficial ownership of 750,791 shares, shown as shared voting and dispositive power across the named affiliates. The filing lists the chain of control among Wellington entities and identifies investment advisers that hold the shares for clients.

Cash‑flow treatment and client identities are not listed; future disclosures or Schedule 13D changes would show if the position becomes active. Timing on the filing and signature dates are provided on the cover pages (05/15/2026).

Shares beneficially owned 750,791 shares reported beneficial ownership by Wellington entities
Percent of class <percent>6.89%</percent> percent of common stock beneficially owned
Form Schedule 13G/A ownership reporting amendment
CUSIP 669549107 Norwood Financial Corp common stock identifier
Filing signature date <date>05/15/2026</date> signature dates on cover pages
Beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared dispositive power regulatory
"Shared Dispositive Power 750,791.00"
Parent holding company financial
"Wellington Management Group LLP is owned by Wellington Group Holdings LLP."

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does Wellington report in Norwood Financial (NWFL)?

The filing reports Wellington entities beneficially own 750,791 shares, equal to 6.89% of Norwood Financial's common stock. The position is reported on Schedule 13G/A with the CUSIP 669549107 and signed on 05/15/2026.

Which Wellington entities are named on the Schedule 13G/A for NWFL?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. Addresses and citizenship are provided on the cover pages with a Boston business office listed.

Does the filing report sole voting or dispositive power for these shares?

The filing states the reporting entities have 0 sole voting and dispositive power and report shared voting and shared dispositive power over 750,791 shares. Specific shared‑power allocations appear on the attached cover pages.

Are the Wellington clients identified as owning more than 5% of NWFL?

The filing states the shares are owned of record by clients of Wellington investment advisers and that no single client is known to own more than 5% of the class. The Schedule notes the securities are held for clients of the advisers.

What is the issuer and CUSIP listed on the Schedule 13G/A?

The issuer is Norwood Financial Corp with CUSIP 669549107. The issuer's principal executive office address is listed as 717 Main Street, PO Box 269, Honesdale PA 18431 on the filing cover page.





669549107

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026