BLES — NORTHERN LTS FD TR IV

Ownership history in MONEYWISE, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in NORTHERN LTS FD TR IV (BLES). 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.

Peak position
0.43% (2025 Q3)
Avg. % of fund
0.4%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,086 +531 +2.4% 0.41% $997K $43.21
2025 Q3 ADDED 22,555 +2,188 +10.7% 0.43% $958K $42.24
2025 Q2 ADDED 20,367 +1,736 +9.3% 0.39% $828K $40.28
2025 Q1 INITIATED 18,631 — — 0.37% $703K $37.04
% of Fund (quarterly)    BLES price (monthly, adj. close)

Other funds also holding BLES

As of 2025 Q4 — sorted by position size

Range Financial Group LLC 3Y 0.67% Frontier Asset Management, LLC 3Y 0.63% Ridgeline Wealth, LLC 0.62% OneAscent Financial Services LLC 3Y 0.54% Inspire Advisors, LLC 3Y 0.46% Strategic Equity Management 3Y 0.41% AlphaStar Capital Management, LLC 3Y 7Y 0.27% Turning Point Benefit Group, Inc. 0.25% Arlington Capital Management, Inc. 3Y 7Y 0.15% Sowell Financial Services LLC 3Y 7Y 0.14%
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