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Northern Lts Fd Tr Iv shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $759k 3.0k 249.25
2025-06-30 $663k 2.9k 229.30
2025-03-31 $566k 2.8k 205.50
2024-12-31 $484k 2.3k 213.30