Ownership history in Echo45 Advisors LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Echo45 Advisors LLC reported a position in NORTHERN LTS FD TR IV (BUYW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Echo45 Advisors LLC underperformed the S&P 500 by β11.9% annually on this BUYW position. Timing score: 73% (8/11 decisions correct). Average cost basis: $11.89. Maximum drawdown during holding period: β0.1%.
β Significantly underperformed the S&P 500 by 11.9% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $11.11 (2023 Q1) Β· Worst: $14.18 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size