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Northern Lts Fd Tr Iv shares owned by Tandem Investment Partners

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

Historical chart of Tandem Investment Partners 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 Tandem Investment Partners 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 Tandem Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 1.2k 249.25
2025-06-30 $271k 1.2k 229.30

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Bloomberg Invt (FLRN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Tandem Investment Partners

Top funds holding Northern Lts Fd Tr Iv

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

View all funds holding Northern Lts Fd Tr Iv