BAMD — NORTHERN LTS FD TR IV

Ownership history in FSA Advisors, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which FSA Advisors, Inc. reported a position in NORTHERN LTS FD TR IV (BAMD). 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
0.21% (2025 Q2)
Avg. % of fund
0.2%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,943 +1,483 +17.5% 0.21% $298K $29.85
2025 Q2 ADDED 8,460 +1,878 +28.5% 0.21% $261K $30.08
2025 Q1 INITIATED 6,582 — — 0.17% $212K $31.10
% of Fund (quarterly)    BAMD price (monthly, adj. close)

Other funds also holding BAMD

As of 2025 Q4 — sorted by position size

Brookstone Capital Management 3Y 7Y 0.99% Chris Bulman Inc 0.29% AlphaStar Capital Management, LLC 3Y 7Y 0.09% GTS SECURITIES LLC 0.04% Simplicity Wealth,LLC 3Y 0.03% Anfield Capital Management, LLC 3Y 0.01% Camelot Portfolios, LLC 3Y 7Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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