Inspire Investing, LLC RISN NORTHERN LTS FD TR IV

Ownership history in Inspire Investing, LLC  ·  19 quarters on record

AI Ownership Summary

Inspire Investing, LLC reported NORTHERN LTS FD TR IV (RISN) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows RISN at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RISN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inspire Investing, LLC'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

RISN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Inspire Investing, LLC held RISN — position size vs. price
% of Fund (quarterly)    RISN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,741 0% 0.02% $279K 2026-04-23 $29.92
2025 Q4 REDUCED 41.1% -0.9% 9,741 -6,789 -41.1% 0.03% $283K 2026-02-17 $29.59
2025 Q3 UNCHANGED 16,530 0% 0.05% $493K 2025-10-15 $29.37
2025 Q2 UNCHANGED 16,530 0% 0.05% $454K 2025-07-24 $27.94
2025 Q1 UNCHANGED 16,530 0% 0.05% $427K 2025-06-03 $26.68
2024 Q4 UNCHANGED 16,530 0% 0.05% $437K 2025-01-17 $26.51
2024 Q3 UNCHANGED 16,530 0% 0.05% $447K 2024-10-10 $26.11
2024 Q2 UNCHANGED 16,530 0% 0.05% $425K 2024-08-12 $25.12
2024 Q1 REDUCED 35.5% -4.5% 16,530 -9,102 -35.5% 0.05% $443K 2024-05-07 $25.45
2023 Q4 ADDED 25,632 +43 +0.2% 0.07% $639K 2024-02-12 $24.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Inspire Investing, LLC and RISN

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

How long has Inspire Investing, LLC reported owning RISN?

Inspire Investing, LLC reported RISN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RISN position in Inspire Investing, LLC's portfolio?

The largest reported portfolio weight for RISN was 0.07% in 2023 Q4.

What is the latest reported RISN position on this page?

The most recent filing on this page is 2026 Q1, when Inspire Investing, LLC reported 9,741 shares, equal to 0.02% of portfolio, with an estimated market value of $279K.

What does the chart on this RISN ownership page compare?

The chart compares Inspire Investing, LLC's quarterly RISN 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.

How well did Inspire Investing, LLC time their RISN position?

Based on 13F filing dates vs. subsequent RISN price moves, Inspire Investing, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on RISN relative to SPY over the holding period was -7.9%.

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