SECT β€” NORTHERN LTS FD TR IV

Ownership history in Copley Financial Group, Inc.  Β·  6 quarters on record

AI Ownership Summary

Copley Financial Group, Inc. reported NORTHERN LTS FD TR IV (SECT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 14.66% in 2024 Q4. The latest visible filing shows SECT at 12.03% 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 SECT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copley Financial Group, 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
2025 Q4

SECT was reported at 12.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.66% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Copley Financial Group, Inc. held SECT β€” position size vs. price
% of Fund (quarterly)    SECT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 301,270 +5,807 +2.0% 12.03% $19.4M 2026-02-14 (Est.) $63.62
2025 Q3 REDUCED 295,463 -6,166 -2.0% 12.74% $18.6M 2025-11-18 $61.44
2025 Q2 REDUCED 301,629 -46,735 -13.4% 12.99% $17.5M 2025-08-13 $59.83
2025 Q1 UNCHANGED 348,364 β€” 0% 14.66% $19.1M 2025-06-27 $57.29
2024 Q4 ADDED 348,364 +147,969 +73.8% 14.66% $19.1M 2025-03-05 $53.67
2024 Q3 INITIATED 200,395 β€” β€” 9.79% $10.8M 2024-12-09 $56.67

FAQ About Copley Financial Group, Inc. and SECT

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

How long has Copley Financial Group, Inc. reported owning SECT?

Copley Financial Group, Inc. reported SECT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SECT position in Copley Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for SECT was 14.66% in 2024 Q4.

What is the latest reported SECT position on this page?

The most recent filing on this page is 2025 Q4, when Copley Financial Group, Inc. reported 301,270 shares, equal to 12.03% of portfolio, with an estimated market value of $19.4M.

What does the chart on this SECT ownership page compare?

The chart compares Copley Financial Group, Inc.'s quarterly SECT 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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