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Northern Lts Fd Tr Ii shares owned by KKM Financial

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (ESN) shares owned by KKM Financial from 13F filings

Historical chart of KKM Financial investment in Northern Lts Fd Tr Ii

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All positions including Northern Lts Fd Tr Ii held by KKM Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Ii by KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 591k 17.06
2025-06-30 $9.5M 593k 16.04
2025-03-31 $9.1M 593k 15.34
2024-12-31 $8.8M 590k 14.86

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View all positions for KKM Financial

Top funds holding Northern Lts Fd Tr Ii

Legacy Financial Group
Breakthru Advisory Services
UBS Group
KKM Financial
Atria Investments
Harbour Investments
Rockefeller Capital Management
Bank of New York Mellon
Cambridge Investment Research Advisors
LPL Financial
Savoie Capital
Equitable Holdings
Quantum Private Wealth
CWM
Hanson McClain Advisors

View all funds holding Northern Lts Fd Tr Ii