NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,184 | -33.1% | 16,320 | -29.6% | 0.16% | -40.1% |
| Q2 2023 | $762,044 | +78.6% | 23,169 | +70.6% | 0.27% | +182.5% |
| Q1 2023 | $426,739 | +111.8% | 13,577 | +101.8% | 0.10% | +125.6% |
| Q4 2022 | $201,449 | +57.4% | 6,728 | +45.9% | 0.04% | +22.9% |
| Q3 2022 | $128,000 | – | 4,612 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Inspire Advisors, LLC | 906,659 | $28,342,147 | 5.00% |
| PAX Financial Group, LLC | 228,621 | $7,146,700 | 1.63% |
| Revisor Wealth Management LLC | 59,524 | $1,860,720 | 1.58% |
| Strategic Equity Management | 101,073 | $3,159,542 | 1.19% |
| LVZ, Inc. | 165,704 | $5,179,892 | 0.84% |
| Frontier Asset Management, LLC | 52,334 | $1,635,966 | 0.74% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 202,776 | $6,338,763 | 0.74% |
| Inspire Investing, LLC | 168,557 | $5,269,089 | 0.67% |
| OneAscent Financial Services LLC | 80,681 | $2,528 | 0.66% |
| CreativeOne Wealth, LLC | 278,647 | $8,711 | 0.63% |