GLRY — NORTHERN LTS FD TR IV

Ownership history in UBS Group AG  ·  13 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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 REDUCED 3,056 -3,109 -50.4% 0.00% $114K $37.19
2024 Q3 ADDED 6,165 +6,074 +6674.7% 0.00% $194K $31.31
2024 Q1 REDUCED 91 -1,026 -91.9% 0.00% $3K $29.80
2023 Q4 REDUCED 1,117 -305 -21.4% 0.00% $30K $26.37
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
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