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Northern Lts Fd Tr Iii shares owned by Independent Financial Group

Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (CPAI) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group 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 Independent Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 120k 41.79
2025-09-30 $3.9M 99k 39.49
2025-06-30 $3.1M 84k 37.19
2025-03-31 $2.6M 77k 33.49
2024-12-31 $1.9M 57k 34.34
2024-09-30 $1.6M 49k 33.52
2024-06-30 $1.7M 55k 31.22
2024-03-31 $677k 23k 29.86
2023-12-31 $434k 16k 26.86