TMAT — NORTHERN LTS FD TR IV

Ownership history in Echo45 Advisors LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Echo45 Advisors LLC reported a position in NORTHERN LTS FD TR IV (TMAT). 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.

Peak position
1.2% (2025 Q4)
Avg. % of fund
1.2%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 84,381 — — 1.20% $2.1M $25.01
% of Fund (quarterly)    TMAT price (monthly, adj. close)

Other funds also holding TMAT

As of 2025 Q4 — sorted by position size

Main Management LLC 3Y 7Y 5.26% Orion Porfolio Solutions, LLC 3Y 7Y 0.45% Copley Financial Group, Inc. 0.37% Silver Grove Financial Group, Inc. 0.36% San Luis Wealth Advisors LLC 3Y 0.07% Encompass More Asset Management 0.06% GeoWealth Management, LLC 3Y 0.06% CreativeOne Wealth, LLC 3Y 7Y 0.04% U.S. Capital Wealth Advisors, LLC 3Y 0.03% OSAIC HOLDINGS, INC. 3Y 0.03%
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