IBD NORTHERN LTS FD TR IV

Ownership history in Focus Financial Network, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Focus Financial Network, Inc. reported a position in NORTHERN LTS FD TR IV (IBD). 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
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,627 -1,349 -11.3% 0.01% $258K $23.74
2025 Q2 ADDED 11,976 +760 +6.8% 0.01% $289K $23.36
2025 Q1 REDUCED 11,216 -800 -6.7% 0.01% $267K $22.85
2024 Q4 INITIATED 12,016 0.01% $282K $22.34
% of Fund (quarterly)    IBD price (monthly, adj. close)
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