Gwn Securities »

Northern Lts Fd Tr Iv shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Northern Lts Fd Tr Iv by Gwn Securities

Quarter filed Position value Share count Share price at filing
2026-06-30 $458k 1.6k 286.09
2026-03-31 $401k 1.6k 250.56
2025-12-31 $372k 1.5k 248.19
2025-09-30 $374k 1.5k 249.25

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Gwn Securities

Top funds holding Northern Lts Fd Tr Iv

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

View all funds holding Northern Lts Fd Tr Iv