Northern Lts Fd Tr Iv shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Northern Lts Fd Tr Iv by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $454k | 1.8k | 248.18 |
| 2025-09-30 | $454k | 1.8k | 249.19 |
| 2025-06-30 | $384k | 1.7k | 229.35 |
| 2025-03-31 | $336k | 1.6k | 205.45 |
More positions owned by Whitaker-Myers Wealth Managers
View all positions for Whitaker-Myers Wealth Managers