HARBOUR INVESTMENTS, INC. BAMV β€” NORTHERN LTS FD TR IV

Ownership history in HARBOUR INVESTMENTS, INC.  Β·  4 quarters on record

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported NORTHERN LTS FD TR IV (BAMV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows BAMV 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 BAMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOUR INVESTMENTS, 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

BAMV 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
2025 Q2 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 HARBOUR INVESTMENTS, INC. held BAMV β€” position size vs. price
% of Fund (quarterly)    BAMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 4,746 +3,917 +472.5% 0.00% $154K 2026-05-15 $34.42
2025 Q4 UNCHANGED β€” β€” β€” 829 β€” 0% 0.00% $27K 2026-02-09 $33.57
2025 Q3 REDUCED 13.6% +2.6% ❌ 829 -130 -13.6% 0.00% $26K 2025-11-12 $32.29
2025 Q2 INITIATED β€” β€” β€” 959 β€” β€” 0.00% $30K 2025-07-28 $32.06

🏒 Other funds also holding BAMV

As of 2026 Q2 β€” sorted by position size

Brookstone Capital Management 3Y 7Y 0.94% Gradient Investments LLC 3Y 7Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0%

FAQ About HARBOUR INVESTMENTS, INC. and BAMV

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

How long has HARBOUR INVESTMENTS, INC. reported owning BAMV?

HARBOUR INVESTMENTS, INC. reported BAMV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BAMV position in HARBOUR INVESTMENTS, INC.'s portfolio?

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

What is the latest reported BAMV position on this page?

The most recent filing on this page is 2026 Q1, when HARBOUR INVESTMENTS, INC. reported 4,746 shares, equal to 0.00% of portfolio, with an estimated market value of $154K.

What does the chart on this BAMV ownership page compare?

The chart compares HARBOUR INVESTMENTS, INC.'s quarterly BAMV 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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