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Northern Lts Fd Tr Iv shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7k 31 248.19

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Energy Transfer Com Ut Ltd Ptn (ET)
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NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
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Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Northern Lts Fd Tr Iv

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

View all funds holding Northern Lts Fd Tr Iv