SECT NORTHERN LTS FD TR IV

Ownership history in Madrona Financial Services, LLC  ·  12 quarters on record

AI Ownership Summary

Madrona Financial Services, LLC reported NORTHERN LTS FD TR IV (SECT) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 9.51% in 2023 Q4. The latest visible filing shows SECT at 5.89% 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 SECT ownership page tells you

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

SECT was reported at 5.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.51% 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 Q3 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 Madrona Financial Services, LLC held SECT — position size vs. price
% of Fund (quarterly)    SECT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 427,232 -2,006 -0.5% 5.89% $27.6M 2026-02-14 (Est.) $63.85
2025 Q3 ADDED 429,238 +4,156 +1.0% 5.97% $27.1M 2025-10-22 $63.08
2025 Q2 ADDED 425,082 +6,199 +1.5% 5.92% $24.7M 2025-07-18 $58.51
2025 Q1 REDUCED 418,883 -106,981 -20.3% 5.88% $21.4M 2025-04-23 $48.86
2024 Q4 REDUCED 525,864 -35,258 -6.3% 7.87% $28.9M 2025-01-17 $55.97
2024 Q3 ADDED 561,122 +1,797 +0.3% 8.39% $30.2M 2024-10-17 $54.05
2024 Q2 ADDED 559,325 +22,615 +4.2% 8.78% $28.6M 2024-07-19 $51.39
2024 Q1 ADDED 536,710 +18,652 +3.6% 9.42% $27.0M 2024-04-19 $47.09
2023 Q4 ADDED 518,058 +38,494 +8.0% 9.51% $24.1M 2024-01-25 $47.23
2023 Q3 ADDED 479,564 +396,660 +478.5% 9.22% $20.2M 2023-10-16 $42.47
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Madrona Financial Services, LLC and SECT

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

How long has Madrona Financial Services, LLC reported owning SECT?

Madrona Financial Services, LLC reported SECT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SECT position in Madrona Financial Services, LLC's portfolio?

The largest reported portfolio weight for SECT was 9.51% in 2023 Q4.

What is the latest reported SECT position on this page?

The most recent filing on this page is 2025 Q4, when Madrona Financial Services, LLC reported 427,232 shares, equal to 5.89% of portfolio, with an estimated market value of $27.6M.

What does the chart on this SECT ownership page compare?

The chart compares Madrona Financial Services, LLC's quarterly SECT 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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