FFND β€” NORTHERN LTS FD TR II

Ownership history in Mutual Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Mutual Advisors, LLC reported NORTHERN LTS FD TR II (FFND) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows FFND 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.

What this FFND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mutual Advisors, LLC's position in NORTHERN LTS FD TR II, 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

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

High-water mark
Peak Conviction
0.02% 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 Q1 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 Mutual Advisors, LLC held FFND β€” position size vs. price
% of Fund (quarterly)    FFND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,395 -798 -2.6% 0.02% $884K 2026-02-14 (Est.) $30.49
2025 Q3 ADDED 30,193 +1,556 +5.4% 0.02% $905K 2025-11-04 $29.76
2025 Q2 ADDED 28,637 +3,167 +12.4% 0.02% $820K 2025-07-28 $28.32
2025 Q1 INITIATED 25,470 β€” β€” 0.02% $626K 2025-04-28 $24.52

FAQ About Mutual Advisors, LLC and FFND

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

How long has Mutual Advisors, LLC reported owning FFND?

Mutual Advisors, LLC reported FFND across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FFND position in Mutual Advisors, LLC's portfolio?

The largest reported portfolio weight for FFND was 0.02% in 2025 Q2.

What is the latest reported FFND position on this page?

The most recent filing on this page is 2025 Q4, when Mutual Advisors, LLC reported 29,395 shares, equal to 0.02% of portfolio, with an estimated market value of $884K.

What does the chart on this FFND ownership page compare?

The chart compares Mutual Advisors, LLC's quarterly FFND 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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