Chris Bulman Inc BAMD — NORTHERN LTS FD TR IV

Ownership history in Chris Bulman Inc  ·  8 quarters on record

AI Ownership Summary

Chris Bulman Inc reported NORTHERN LTS FD TR IV (BAMD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.52% in 2024 Q3. The latest visible filing shows BAMD at 0.29% 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 BAMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chris Bulman Inc'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
2026 Q1

BAMD was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

BAMD stock page Chris Bulman Inc fund profile Chris Bulman Inc full holdings
How Chris Bulman Inc held BAMD — position size vs. price
% of Fund (quarterly)    BAMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 21,518 -512 -2.3% 0.29% $670K 2026-04-13 $31.77
2025 Q4 ADDED — — — 22,030 +1,602 +7.8% 0.29% $661K 2026-01-14 $30.55
2025 Q3 REDUCED 12.1% -2.7% ✅ 20,428 -2,808 -12.1% 0.32% $641K 2025-10-20 $30.54
2025 Q2 REDUCED — — — 23,236 -468 -2.0% 0.41% $718K 2025-07-14 $30.44
2025 Q1 ADDED — — — 23,704 +606 +2.6% 0.48% $765K 2025-04-15 $29.22
2024 Q4 REDUCED — — — 23,098 -15 -0.1% 0.47% $730K 2025-02-10 $29.87
2024 Q3 REDUCED 6.7% -2.7% ✅ 23,113 -1,668 -6.7% 0.52% $762K 2024-10-22 $31.10
2024 Q2 INITIATED — — — 24,781 — — 0.49% $718K 2024-08-06 $28.56

🏢 Other funds also holding BAMD

As of 2026 Q1 — sorted by position size

Brookstone Capital Management 3Y 7Y 1.0% FSA Advisors, Inc. 0.22% Simplicity Wealth,LLC 3Y 0.03% Anfield Capital Management, LLC 3Y 0.01% Gradient Investments LLC 3Y 7Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Chris Bulman Inc and BAMD

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

How long has Chris Bulman Inc reported owning BAMD?

Chris Bulman Inc reported BAMD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BAMD position in Chris Bulman Inc's portfolio?

The largest reported portfolio weight for BAMD was 0.52% in 2024 Q3.

What is the latest reported BAMD position on this page?

The most recent filing on this page is 2026 Q1, when Chris Bulman Inc reported 21,518 shares, equal to 0.29% of portfolio, with an estimated market value of $670K.

What does the chart on this BAMD ownership page compare?

The chart compares Chris Bulman Inc's quarterly BAMD 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.

How well did Chris Bulman Inc time their BAMD position?

Based on 13F filing dates vs. subsequent BAMD price moves, Chris Bulman Inc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on BAMD relative to SPY over the holding period was -10.5%.

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