Values First Advisors, Inc. - NORTHERN LTS FD TR IV ownership

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NORTHERN LTS FD TR IV's ticker is BIBL and the CUSIP is 66538H534. A total of 87 filers reported holding NORTHERN LTS FD TR IV in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Values First Advisors, Inc. ownership history of NORTHERN LTS FD TR IV
ValueSharesWeighting
Q3 2023$686,416
-13.1%
21,959
-8.5%
0.44%
-7.1%
Q2 2023$789,521
+17.9%
24,005
+12.7%
0.48%
+12.0%
Q1 2023$669,657
-41.4%
21,306
-44.2%
0.43%
-46.5%
Q4 2022$1,142,745
+122.8%
38,168
+106.1%
0.80%
+116.0%
Q3 2022$513,000
-11.2%
18,522
-6.8%
0.37%
-10.2%
Q2 2022$578,000
+461.2%
19,884
+595.0%
0.41%
+532.3%
Q1 2022$103,000
-94.0%
2,861
-93.4%
0.06%
-93.6%
Q4 2021$1,705,000
+40.7%
43,296
+51.9%
1.01%
+28.7%
Q3 2021$1,212,000
-1.7%
28,494
-1.4%
0.78%
-6.1%
Q2 2021$1,233,000
-3.8%
28,888
-12.1%
0.84%
-11.6%
Q1 2021$1,282,000
-10.0%
32,850
-15.6%
0.95%
-16.7%
Q4 2020$1,424,000
-1.7%
38,911
-10.6%
1.14%
-14.7%
Q3 2020$1,448,000
+6.8%
43,512
-2.2%
1.33%
-0.9%
Q2 2020$1,356,000
+30.0%
44,507
+6.0%
1.34%
+7.3%
Q1 2020$1,043,353
-36.0%
41,969
-21.6%
1.25%
-20.4%
Q4 2019$1,629,000–53,554–1.57%–
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Other shareholders
NORTHERN LTS FD TR IV shareholders Q3 2023
NameSharesValueWeighting ↓
Inspire Advisors, LLC 891,858$28,031,1096.43%
PAX Financial Group, LLC 214,959$6,756,1771.62%
CREATIVE FINANCIAL DESIGNS INC /ADV 341,390$10,729,8841.40%
OneAscent Financial Services LLC 90,115$2,8401.15%
Strategic Equity Management 83,567$2,626,5110.94%
Inspire Investing, LLC 210,459$6,614,7280.84%
LVZ, Inc. 165,593$5,204,6020.76%
Frontier Asset Management, LLC 50,210$1,578,0910.75%
CreativeOne Wealth, LLC 456,103$14,3350.71%
Range Financial Group LLC 30,149$947,5830.62%
View complete list of NORTHERN LTS FD TR IV shareholders