Ownership history in Chris Bulman Inc · 7 quarters on record
This page tracks every 13F SEC filing in which Chris Bulman Inc reported a position in NORTHERN LTS FD TR IV (BAMD). 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 Q4 | ADDED | 22,030 | +1,602 | +7.8% | 0.29% | $661K | $29.85 |
| 2025 Q3 | REDUCED | 20,428 | -2,808 | -12.1% | 0.32% | $641K | $30.80 |
| 2025 Q2 | REDUCED | 23,236 | -468 | -2.0% | 0.41% | $718K | $30.08 |
| 2025 Q1 | ADDED | 23,704 | +606 | +2.6% | 0.48% | $765K | $31.10 |
| 2024 Q4 | REDUCED | 23,098 | -15 | -0.1% | 0.47% | $730K | $30.25 |
| 2024 Q3 | REDUCED | 23,113 | -1,668 | -6.7% | 0.52% | $762K | $30.99 |
| 2024 Q2 | INITIATED | 24,781 | — | — | 0.49% | $718K | — |
As of 2025 Q4 — sorted by position size