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Northern Lts Fd Tr Iv shares owned by Cornerstone Financial Management

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

Historical chart of Cornerstone Financial Management 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 Cornerstone Financial Management 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 Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $648 3 216.33

More positions owned by Cornerstone Financial Management

Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mega Cap Value Etf Etf (MGV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Mid-cap Etf Etf (VO)

View all positions for Cornerstone Financial Management

Top funds holding Northern Lts Fd Tr Iv

OneAscent Financial Services
Inspire Advisors
Plan A Wealth
Creative Financial Designs
LPL Financial
Christian Investment Advisors
Silver Oak Securities
Stifel Financial
Strategic Equity Management
Geneos Wealth Management
Belpointe Asset Management
United Capital Financial Advisers
CWM Advisors
Moneywise
Investment Research Partners

View all funds holding Northern Lts Fd Tr Iv