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Northern Lts Fd Tr Iv shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (BAMG) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $668k 18k 38.10
2025-06-30 $1.1M 29k 36.28
2025-03-31 $493k 15k 31.93
2024-09-30 $984k 30k 33.23
2024-06-30 $940k 30k 31.14