WWJD — NORTHERN LTS FD TR IV

Ownership history in WorthPointe, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in NORTHERN LTS FD TR IV (WWJD). 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
1.03% (2025 Q4)
Avg. % of fund
0.61%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 107,878 +73,313 +212.1% 1.03% $3.9M $36.48
2023 Q4 ADDED 34,565 +16,718 +93.7% 0.52% $1.0M $27.92
2023 Q3 INITIATED 17,847 — — 0.28% $470K —
% of Fund (quarterly)    WWJD price (monthly, adj. close)

Other funds also holding WWJD

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 9.09% Bare Financial Services, Inc 5.21% Turning Point Benefit Group, Inc. 5.04% PAX Financial Group, LLC 3Y 2.83% Sound Financial Strategies Group, LLC 3Y 2.59% Legacy Wealth Asset Management, LLC 3Y 2.38% Faithward Advisors, LLC 3Y 2.36% Plan A Wealth LLC 1.61% Inspire Investing, LLC 3Y 7Y 1.5% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.87%
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