Whitaker-Myers Wealth Managers »

Northern Lts Fd Tr Iv a shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv a (BLES) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv a by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 8.5k 42.46
2025-06-30 $313k 7.7k 40.64
2025-03-31 $303k 8.0k 37.73

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Northern Lts Fd Tr Iv a

LPL Financial
CWM
UBS Group
Inspire Advisors
OneAscent Financial Services
Assetmark
Atria Investments
Sowell Financial Services
AlphaStar Capital Management
Frontier Asset Management
Envestnet Asset Management
Range Financial Group
Gts Securities
Keel Point
CWM Advisors

View all funds holding Northern Lts Fd Tr Iv a