GLRY — NORTHERN LTS FD TR IV

Ownership history in PRINCIPAL SECURITIES, INC.  ·  1 quarter on record

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

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 17 — — 0.00% $632 $37.19
% of Fund (quarterly)    GLRY price (monthly, adj. close)

Other funds also holding GLRY

As of 2025 Q4 — sorted by position size

Faithward Advisors, LLC 3Y 4.03% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.75% Inspire Advisors, LLC 3Y 0.67% OneAscent Financial Services LLC 3Y 0.54% Arlington Capital Management, Inc. 3Y 7Y 0.29% OneAscent Wealth Management LLC 3Y 0.14% Turning Point Benefit Group, Inc. 0.12% PFG Advisors 3Y 7Y 0.11% Harvest Investment Services, LLC 3Y 7Y 0.08% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.07%
← Back to PRINCIPAL SECURITIES, INC. Holdings