MRSK β€” NORTHERN LIGHTS FD TR

Ownership history in VISIONARY HORIZONS, LLC  Β·  4 quarters on record

AI Ownership Summary

VISIONARY HORIZONS, LLC reported NORTHERN LIGHTS FD TR (MRSK) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 4.97% in 2025 Q4. The latest visible filing shows MRSK at 4.97% 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 MRSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VISIONARY HORIZONS, LLC's position in NORTHERN LIGHTS FD TR, 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

MRSK was reported at 4.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.97% 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 Q1 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 VISIONARY HORIZONS, LLC held MRSK β€” position size vs. price
% of Fund (quarterly)    MRSK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 261,263 +16,486 +6.7% 4.97% $9.6M 2026-02-14 (Est.) $36.83
2025 Q3 ADDED 244,777 +111,316 +83.4% 4.87% $8.7M 2025-10-23 $36.03
2025 Q2 ADDED 133,461 +10,099 +8.2% 2.83% $4.5M 2025-07-22 $33.85
2025 Q1 INITIATED 123,362 β€” β€” 2.75% $3.9M 2025-04-15 $31.41

🏒 Other funds also holding MRSK

As of 2026 Q1 β€” sorted by position size

TCP Asset Management, LLC 3Y 0.11% Dynamic Advisor Solutions LLC 3Y 7Y 0.06% Farther Finance Advisors, LLC 0.0%

FAQ About VISIONARY HORIZONS, LLC and MRSK

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

How long has VISIONARY HORIZONS, LLC reported owning MRSK?

VISIONARY HORIZONS, LLC reported MRSK across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MRSK position in VISIONARY HORIZONS, LLC's portfolio?

The largest reported portfolio weight for MRSK was 4.97% in 2025 Q4.

What is the latest reported MRSK position on this page?

The most recent filing on this page is 2025 Q4, when VISIONARY HORIZONS, LLC reported 261,263 shares, equal to 4.97% of portfolio, with an estimated market value of $9.6M.

What does the chart on this MRSK ownership page compare?

The chart compares VISIONARY HORIZONS, LLC's quarterly MRSK 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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