BIBL — NORTHERN LTS FD TR IV

Ownership history in WorthPointe, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in NORTHERN LTS FD TR IV (BIBL). 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.

Peak position
0.71% (2023 Q4)
Avg. % of fund
0.5%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,179 +13,457 +33.9% 0.63% $2.4M $45.13
2023 Q4 ADDED 39,722 +16,958 +74.5% 0.71% $1.4M $34.21
2023 Q3 ADDED 22,764 +10,892 +91.7% 0.42% $712K $30.54
2023 Q2 INITIATED 11,872 — — 0.24% $390K $32.05
% of Fund (quarterly)    BIBL price (monthly, adj. close)

Other funds also holding BIBL

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 4.45% Strategic Equity Management 3Y 4.43% MONEYWISE, INC. 3Y 7Y 2.51% Bare Financial Services, Inc 2.25% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.6% Turning Point Benefit Group, Inc. 1.37% Revisor Wealth Management LLC 0.83% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.76% LVZ, Inc. 3Y 7Y 0.76% PAX Financial Group, LLC 3Y 0.62%
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