Northern Lts Fd Tr Iii shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (CPAI) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Northern Lts Fd Tr Iii by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.1M | 57k | 37.19 |
| 2025-03-31 | $1.5M | 44k | 33.49 |
| 2024-12-31 | $404k | 12k | 34.34 |
| 2024-09-30 | $288k | 8.6k | 33.52 |
| 2024-06-30 | $215k | 6.9k | 31.22 |
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