Ownership history in LVZ, Inc. · 33 quarters on record
This page tracks every 13F SEC filing in which LVZ, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 182,015 | -1,086 | -0.6% | 0.49% | $4.4M | $24.06 |
| 2025 Q3 | ADDED | 183,101 | +3,131 | +1.7% | 0.50% | $4.4M | $23.74 |
| 2025 Q2 | REDUCED | 179,970 | -7,434 | -4.0% | 0.52% | $4.3M | $23.36 |
| 2025 Q1 | ADDED | 187,404 | +2,011 | +1.1% | 0.58% | $4.5M | $22.85 |
| 2024 Q4 | ADDED | 185,393 | +14,676 | +8.6% | 0.56% | $4.3M | $22.34 |
| 2024 Q3 | REDUCED | 170,717 | -737 | -0.4% | 0.53% | $4.1M | $22.68 |
| 2024 Q2 | REDUCED | 171,454 | -3,271 | -1.9% | 0.55% | $4.0M | $21.73 |
| 2024 Q1 | ADDED | 174,725 | +8,015 | +4.8% | 0.56% | $4.1M | $21.66 |
| 2023 Q4 | ADDED | 166,710 | +4,168 | +2.6% | 0.56% | $3.9M | $21.57 |
| 2023 Q3 | ADDED | 162,542 | +1,554 | +1.0% | 0.59% | $3.7M | $20.46 |
As of 2025 Q4 — sorted by position size