IBD NORTHERN LTS FD TR IV

Ownership history in Advisory Alpha, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in NORTHERN LTS FD TR IV (IBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,369 -4,937 -28.5% 0.01% $300K $23.74
2025 Q2 ADDED 17,306 +1,957 +12.8% 0.01% $416K $23.36
2025 Q1 REDUCED 15,349 -1,650 -9.7% 0.02% $365K $22.85
2024 Q4 ADDED 16,999 +101 +0.6% 0.01% $398K $22.34
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBD price (monthly, adj. close)
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