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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

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Quarterly 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