Northern Lts Fd Tr Iv shares owned by GeoWealth Management
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (BUYW) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Northern Lts Fd Tr Iv
Tip: Access up to 7 years of quarterly data
All positions including Northern Lts Fd Tr Iv held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Northern Lts Fd Tr Iv by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 86k | 14.32 |
| 2025-09-30 | $1.2M | 82k | 14.21 |
| 2025-06-30 | $1.1M | 79k | 14.04 |
| 2025-03-31 | $838k | 61k | 13.73 |
| 2024-12-31 | $820k | 59k | 13.94 |
| 2024-09-30 | $928k | 67k | 13.94 |
| 2024-06-30 | $786k | 57k | 13.72 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $621k | 47k | 13.30 |
| 2023-06-30 | $555k | 41k | 13.51 |