Wealth Watch Advisors, INC LGH NORTHERN LTS FD TR III

Ownership history in Wealth Watch Advisors, INC  ·  5 quarters on record

AI Ownership Summary

Wealth Watch Advisors, INC reported NORTHERN LTS FD TR III (LGH) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 12.97% in 2025 Q1. The latest visible filing shows LGH at 8.10% 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 LGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Watch Advisors, INC's position in NORTHERN LTS FD TR III, 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
2026 Q1

LGH was reported at 8.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.97% in 2025 Q1

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 2026 Q1

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 Wealth Watch Advisors, INC held LGH — position size vs. price
% of Fund (quarterly)    LGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 339,788 +10,883 +3.3% 8.10% $19.4M 2026-05-15 $63.14
2025 Q4 ADDED 328,905 +4,666 +1.4% 7.56% $20.4M 2026-02-17 $61.13
2025 Q3 REDUCED 324,239 -2,985 -0.9% 8.07% $19.6M 2025-11-13 $60.82
2025 Q2 REDUCED 327,224 -3,170 -1.0% 10.30% $17.8M 2025-08-01 $54.62
2025 Q1 INITIATED 330,394 12.97% $16.0M 2025-05-15 $50.70

FAQ About Wealth Watch Advisors, INC and LGH

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

How long has Wealth Watch Advisors, INC reported owning LGH?

Wealth Watch Advisors, INC reported LGH across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LGH position in Wealth Watch Advisors, INC's portfolio?

The largest reported portfolio weight for LGH was 12.97% in 2025 Q1.

What is the latest reported LGH position on this page?

The most recent filing on this page is 2026 Q1, when Wealth Watch Advisors, INC reported 339,788 shares, equal to 8.10% of portfolio, with an estimated market value of $19.4M.

What does the chart on this LGH ownership page compare?

The chart compares Wealth Watch Advisors, INC's quarterly LGH 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.

How well did Wealth Watch Advisors, INC time their LGH position?

Based on 13F filing dates vs. subsequent LGH price moves, Wealth Watch Advisors, INC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LGH relative to SPY over the holding period was -1.6%.

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