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Northern Lts Fd Tr Iii shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (CPAI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Northern Lts Fd Tr Iii

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iii held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iii by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 73k 39.49
2025-06-30 $1.7M 46k 37.19

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Top funds holding Northern Lts Fd Tr Iii

Counterpoint Mutual Funds
Advisor Group Holdings
Raymond James Financial
U.S. Capital Wealth Advisors
LPL Financial
Steward Partners Investment Advisory
Concurrent Investment Advisors
Cetera Investment Advisers
H D Vest Advisory Services
Nilsine Partners
Equitable Holdings
Inscription Capital
Global Assets Advisory
Goss Wealth Management
Susquehanna International

View all funds holding Northern Lts Fd Tr Iii