Ownership history in Simplicity Wealth,LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in NORTHERN LTS FD TR IV (BAMA). 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 Q4 | REDUCED | 8,201 | -1,528 | -15.7% | 0.02% | $278K | $33.91 |
| 2025 Q3 | ADDED | 9,729 | +2,316 | +31.2% | 0.02% | $326K | $33.21 |
| 2025 Q1 | REDUCED | 7,413 | -5,413 | -42.2% | 0.02% | $221K | $29.37 |
| 2024 Q3 | REDUCED | 12,826 | -277 | -2.1% | 0.04% | $392K | $29.85 |
| 2024 Q2 | INITIATED | 13,103 | — | — | 0.01% | $384K | — |
As of 2025 Q4 — sorted by position size