FDLS — NORTHERN LTS FD TR IV

Ownership history in Revisor Wealth Management LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Revisor Wealth Management LLC reported a position in NORTHERN LTS FD TR IV (FDLS). 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
0.14% (2025 Q4)
Avg. % of fund
0.13%
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 14,002 +3,789 +37.1% 0.14% $540K $35.74
2025 Q3 INITIATED 10,213 — — 0.12% $351K $34.83
% of Fund (quarterly)    FDLS price (monthly, adj. close)

Other funds also holding FDLS

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 2.38% Strategic Equity Management 3Y 1.31% MONEYWISE, INC. 3Y 7Y 0.69% PAX Financial Group, LLC 3Y 0.63% Frontier Asset Management, LLC 3Y 0.53% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.39% Inspire Investing, LLC 3Y 7Y 0.35% OneAscent Financial Services LLC 3Y 0.22% Optivise Advisory Services LLC 0.18% Arlington Capital Management, Inc. 3Y 7Y 0.15%
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