BUYW β€” NORTHERN LTS FD TR IV

Ownership history in Axiom Advisory, LLC  Β·  3 quarters on record

AI Ownership Summary

Axiom Advisory, LLC reported NORTHERN LTS FD TR IV (BUYW) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows BUYW at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUYW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axiom Advisory, LLC's position in NORTHERN LTS FD TR IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

BUYW was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Axiom Advisory, LLC held BUYW β€” position size vs. price
% of Fund (quarterly)    BUYW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 734,245 +721,802 +5800.9% 0.11% $10.0M 2024-08-13 $12.51
2024 Q1 UNCHANGED 12,443 β€” 0% 0.13% $170K 2024-04-12 $11.99
2023 Q4 INITIATED 12,443 β€” β€” 0.13% $168K 2024-01-30 $11.86

🏒 Other funds also holding BUYW

As of 2026 Q1 β€” sorted by position size

Dynamic Advisor Solutions LLC 3Y 7Y 0.06% CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Axiom Advisory, LLC and BUYW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Axiom Advisory, LLC reported owning BUYW?

Axiom Advisory, LLC reported BUYW across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported BUYW position in Axiom Advisory, LLC's portfolio?

The largest reported portfolio weight for BUYW was 0.13% in 2023 Q4.

What is the latest reported BUYW position on this page?

The most recent filing on this page is 2024 Q2, when Axiom Advisory, LLC reported 734,245 shares, equal to 0.11% of portfolio, with an estimated market value of $10.0M.

What does the chart on this BUYW ownership page compare?

The chart compares Axiom Advisory, LLC's quarterly BUYW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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