FDLS β€” NORTHERN LTS FD TR IV

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

AI Ownership Summary

Revisor Wealth Management LLC reported NORTHERN LTS FD TR IV (FDLS) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows FDLS at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Revisor Wealth Management LLC's position in NORTHERN LTS FD TR IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDLS was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Revisor Wealth Management LLC held FDLS β€” position size vs. price
% of Fund (quarterly)    FDLS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,002 +3,789 +37.1% 0.14% $540K 2026-02-14 (Est.) $38.73
2025 Q3 INITIATED 10,213 β€” β€” 0.12% $351K 2025-10-15 $34.61

FAQ About Revisor Wealth Management LLC and FDLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Revisor Wealth Management LLC reported owning FDLS?

Revisor Wealth Management LLC reported FDLS across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported FDLS position in Revisor Wealth Management LLC's portfolio?

The largest reported portfolio weight for FDLS was 0.14% in 2025 Q4.

What is the latest reported FDLS position on this page?

The most recent filing on this page is 2025 Q4, when Revisor Wealth Management LLC reported 14,002 shares, equal to 0.14% of portfolio, with an estimated market value of $540K.

What does the chart on this FDLS ownership page compare?

The chart compares Revisor Wealth Management LLC's quarterly FDLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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