IBD — NORTHERN LTS FD TR IV

Ownership history in Range Financial Group LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Range Financial Group 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
2.7% (2024 Q3)
Avg. % of fund
0.97%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 137,359 +5,081 +3.8% 1.15% $3.3M $24.06
2025 Q3 ADDED 132,278 +7,342 +5.9% 1.15% $3.2M $23.74
2025 Q2 ADDED 124,936 +18,170 +17.0% 1.18% $3.0M $23.36
2025 Q1 ADDED 106,766 +8,735 +8.9% 1.13% $2.5M $22.85
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Plan A Wealth LLC 3.34% 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%
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