BIBL — NORTHERN LTS FD TR IV

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in NORTHERN LTS FD TR IV (BIBL). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 487 +211 +76.4% 0.00% $22K $44.34
2023 Q4 REDUCED 276 -639 -69.8% 0.00% $10K $34.21
2023 Q1 ADDED 915 +266 +41.0% 0.00% $29K $30.55
2022 Q4 INITIATED 649 — — 0.00% $19K —
% of Fund (quarterly)    BIBL price (monthly, adj. close)

Other funds also holding BIBL

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 4.45% Strategic Equity Management 3Y 4.43% MONEYWISE, INC. 3Y 7Y 2.51% Bare Financial Services, Inc 2.25% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.6% Turning Point Benefit Group, Inc. 1.37% Revisor Wealth Management LLC 0.83% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.76% LVZ, Inc. 3Y 7Y 0.76% WorthPointe, LLC 3Y 0.63%
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