Northern Lts Fd Tr Iv shares owned by CWM Advisors
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Northern Lts Fd Tr Iv
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Quarterly reported holdings in Northern Lts Fd Tr Iv by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 44k | 249.25 |
| 2025-06-30 | $6.1M | 27k | 229.30 |
| 2025-03-31 | $5.9M | 29k | 205.50 |
| 2024-12-31 | $6.5M | 30k | 213.29 |
| 2024-09-30 | $5.8M | 27k | 213.52 |
| 2024-06-30 | $5.2M | 26k | 198.76 |