Northern Lts Fd Tr Iv shares owned by IFP Advisors
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Northern Lts Fd Tr Iv
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Quarterly reported holdings in Northern Lts Fd Tr Iv by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $878k | 3.5k | 248.19 |
| 2025-09-30 | $878k | 3.5k | 249.25 |
| 2025-06-30 | $801k | 3.5k | 229.30 |
| 2025-03-31 | $75k | 367 | 205.52 |
| 2024-12-31 | $60k | 283 | 213.29 |
| 2024-09-30 | $27k | 126 | 213.51 |
| 2024-06-30 | $13k | 63 | 198.78 |