WWJD — 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 (WWJD). 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
2.74% (2025 Q3)
Avg. % of fund
2.18%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 90,396 -12,806 -12.4% 1.61% $3.3M $36.48
2025 Q3 INITIATED 103,202 — — 2.74% $3.0M $34.99
% of Fund (quarterly)    WWJD price (monthly, adj. close)

Other funds also holding WWJD

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 9.09% Bare Financial Services, Inc 5.21% Turning Point Benefit Group, Inc. 5.04% PAX Financial Group, LLC 3Y 2.83% Sound Financial Strategies Group, LLC 3Y 2.59% Legacy Wealth Asset Management, LLC 3Y 2.38% Faithward Advisors, LLC 3Y 2.36% Inspire Investing, LLC 3Y 7Y 1.5% WorthPointe, LLC 3Y 1.03% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.87%
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