Northern Lts Fd Tr Iii shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Northern Lts Fd Tr Iii (SCLZ) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Northern Lts Fd Tr Iii
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Quarterly reported holdings in Northern Lts Fd Tr Iii by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 24k | 54.36 |
| 2025-06-30 | $1.2M | 23k | 52.85 |
| 2025-03-31 | $1.2M | 23k | 52.17 |
| 2024-12-31 | $956k | 18k | 53.24 |
| 2024-09-30 | $455k | 8.5k | 53.81 |
| 2024-06-30 | $1.5M | 30k | 51.01 |
| 2024-03-31 | $259k | 5.1k | 51.02 |