IBD — NORTHERN LTS FD TR IV

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC 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.

Peak position
3.34% (2025 Q4)
Avg. % of fund
2.63%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 282,343 +193,051 +216.2% 3.34% $6.8M $24.06
2025 Q3 INITIATED 89,292 — — 1.91% $2.1M $23.74
% of Fund (quarterly)    IBD price (monthly, adj. close)

Other funds also holding IBD

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 7.51% Faithward Advisors, LLC 3Y 5.65% Bare Financial Services, Inc 4.81% OneAscent Wealth Management LLC 3Y 2.34% WorthPointe, LLC 3Y 1.99% Inspire Investing, LLC 3Y 7Y 1.6% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 1.51% OneAscent Financial Services LLC 3Y 1.42% PAX Financial Group, LLC 3Y 1.41% Range Financial Group LLC 3Y 1.15%
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