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Northern Lts Fd Tr Iv shares owned by Carlson Financial

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (FDLS) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $735k 17k 42.27
2026-03-31 $565k 15k 36.94
2025-12-31 $351k 9.8k 35.74

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View all positions for Carlson Financial

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
Creative Financial Designs
LPL Financial
Strategic Equity Management
AE Wealth Management
PAX Financial Group
CWM Advisors
Goldman Sachs Group
Moneywise
Belpointe Asset Management
OneAscent Financial Services
Cambridge Investment Research Advisors
Frontier Asset Management
Envestnet Asset Management
ValMark Advisers

View all funds holding Northern Lts Fd Tr Iv