As of 31 Dec 2025, 12 institutional investors reported holding 2,774,994 shares of NORTHERN LTS FD TR IV - BROOKSTONE ULTRA (BAMU).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,774,994 | $69,763,349 | -$1,104,663 | $25.14 | 12 |
| 2025 Q3 | 2,818,631 | $71,254,931 | +$1,268,851 | $25.28 | 8 |
| 2025 Q2 | 2,768,439 | $69,986,132 | +$2,515,779 | $25.28 | 9 |
| 2025 Q1 | 2,668,911 | $67,496,846 | +$3,438,995 | $25.29 | 8 |
| 2024 Q4 | 2,533,135 | $63,695,797 | +$1,614,323 | $25.14 | 9 |
| 2024 Q3 | 2,468,592 | $62,504,866 | +$720,932 | $25.32 | 8 |
| 2024 Q2 | 2,440,181 | $61,830,964 | +$1,435,933 | $25.28 | 12 |
| 2024 Q1 | 2,375,266 | $60,070,567 | +$3,073,655 | $25.29 | 9 |
| 2023 Q4 | 2,253,866 | $56,605,970 | +$52,908,934 | $25.12 | 6 |
| 2023 Q3 | 147,264 | $3,694,491 | +$3,694,491 | $25.07 | 2 |