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Northern Lts Fd Tr Iv a shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv a (BLES) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Northern Lts Fd Tr Iv a

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv a held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv a by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 5.1k 43.21
2025-03-31 $267k 7.1k 37.73
2024-12-31 $262k 7.1k 36.99
2024-09-30 $273k 6.9k 39.51
2024-06-30 $251k 6.9k 36.51
2024-03-31 $258k 6.9k 37.59
2022-06-30 $56k 1.8k 30.45
2022-03-31 $61k 1.7k 35.95
2021-12-31 $49k 1.3k 37.78
2021-09-30 $19k 503 37.77
2021-06-30 $20k 500 40.00