Northern Lts Fd Tr Iv shares owned by ValMark Advisers
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Northern Lts Fd Tr Iv
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Quarterly reported holdings in Northern Lts Fd Tr Iv by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 10k | 249.25 |
| 2025-06-30 | $2.2M | 9.5k | 229.30 |
| 2025-03-31 | $2.1M | 10k | 205.50 |
| 2024-12-31 | $1.8M | 8.5k | 213.30 |
| 2024-09-30 | $1.0M | 4.8k | 213.52 |
| 2024-06-30 | $1.1M | 5.7k | 198.76 |