Northern Lts Fd Tr Iv shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Northern Lts Fd Tr Iv
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Quarterly reported holdings in Northern Lts Fd Tr Iv by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 27k | 249.25 |
| 2025-06-30 | $5.1M | 22k | 229.30 |
| 2025-03-31 | $2.5M | 12k | 205.50 |
| 2024-12-31 | $1.5M | 6.9k | 213.30 |
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