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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
2026-03-31 $1.3M 5.3k 250.56
2025-12-31 $2.2M 8.8k 248.20

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Spdr Series Trust State Street Spd (SPYM)
American Centy Etf Tr Real Estate Etf (AVRE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for WorthPointe

Top funds holding Northern Lts Fd Tr Iv

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

View all funds holding Northern Lts Fd Tr Iv