ENVESTNET ASSET MANAGEMENT INC MVFD β€” NORTHERN LTS FD TR IV

Ownership history in ENVESTNET ASSET MANAGEMENT INC  Β·  1 quarter on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported NORTHERN LTS FD TR IV (MVFD) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows MVFD at 0.00% 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 MVFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENVESTNET ASSET MANAGEMENT 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

MVFD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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.

How ENVESTNET ASSET MANAGEMENT INC held MVFD β€” position size vs. price
% of Fund (quarterly)    MVFD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 52,161 β€” β€” 0.00% $1.5M 2026-05-04 $30.39

🏒 Other funds also holding MVFD

As of 2026 Q1 β€” sorted by position size

Kingsview Wealth Management, LLC 3Y 1.31% WBI INVESTMENTS, LLC 3Y 7Y 0.44% WEST MICHIGAN ADVISORS, LLC 3Y 0.08%

FAQ About ENVESTNET ASSET MANAGEMENT INC and MVFD

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

How long has ENVESTNET ASSET MANAGEMENT INC reported owning MVFD?

ENVESTNET ASSET MANAGEMENT INC reported MVFD across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported MVFD position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MVFD was 0.00% in 2026 Q1.

What is the latest reported MVFD position on this page?

The most recent filing on this page is 2026 Q1, when ENVESTNET ASSET MANAGEMENT INC reported 52,161 shares, equal to 0.00% of portfolio, with an estimated market value of $1.5M.

What does the chart on this MVFD ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT INC's quarterly MVFD 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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