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Northern Lts Fd Tr Iv shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 8.8k 248.20

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Short Duration F (DFSD)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for WorthPointe

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