MAMB β€” NORTHERN LTS FD TR IV

Ownership history in LPL Financial LLC  Β·  3 quarters on record

AI Ownership Summary

LPL Financial LLC reported NORTHERN LTS FD TR IV (MAMB) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows MAMB 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 MAMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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 2025 Q4

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 LPL Financial LLC held MAMB β€” position size vs. price
% of Fund (quarterly)    MAMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,010 +1,329 +13.7% 0.00% $263K 2026-02-14 (Est.) $24.66
2025 Q3 ADDED 9,681 +271 +2.9% 0.00% $229K 2025-11-12 $23.91
2025 Q2 INITIATED 9,410 β€” β€” 0.00% $217K 2025-08-12 $22.85

🏒 Other funds also holding MAMB

As of 2025 Q4 β€” sorted by position size

Kingsview Wealth Management, LLC 3Y 2.16% OSAIC HOLDINGS, INC. 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% FMR LLC 3Y 7Y 0.0%

FAQ About LPL Financial LLC and MAMB

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

How long has LPL Financial LLC reported owning MAMB?

LPL Financial LLC reported MAMB across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MAMB position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for MAMB was 0.00% in 2025 Q2.

What is the latest reported MAMB position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 11,010 shares, equal to 0.00% of portfolio, with an estimated market value of $263K.

What does the chart on this MAMB ownership page compare?

The chart compares LPL Financial LLC's quarterly MAMB 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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