As of 30 Sep 2025, 25 institutional investors reported holding 1,512,328 shares of NORTHERN LTS FD TR IV - INSPIRE FIDELIS (FDLS).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 16,001 | $571,914 | +$571,914 | $35.74 | 3 |
| 2025 Q3 | 1,512,328 | $52,803,467 | +$4,310,420 | $34.92 | 25 |
| 2025 Q2 | 1,365,225 | $43,338,470 | +$2,249,326 | $31.74 | 22 |
| 2025 Q1 | 1,296,340 | $36,500,255 | +$2,362,279 | $28.15 | 18 |
| 2024 Q4 | 1,211,665 | $35,690,741 | +$499,811 | $29.46 | 14 |
| 2024 Q3 | 1,186,031 | $37,288,487 | +$1,471,773 | $31.44 | 15 |
| 2024 Q2 | 1,143,482 | $33,817,495 | -$5,622,576 | $29.57 | 17 |
| 2024 Q1 | 1,332,219 | $40,752,376 | +$5,775,051 | $30.59 | 12 |
| 2023 Q4 | 1,144,245 | $33,508,937 | +$4,124,686 | $29.34 | 10 |
| 2023 Q3 | 1,004,835 | $26,683,028 | +$1,388,031 | $26.55 | 11 |
| 2023 Q2 | 952,559 | $25,936,873 | +$2,038,329 | $27.23 | 9 |
| 2023 Q1 | 880,484 | $22,157,821 | -$1,558,609 | $25.17 | 8 |
| 2022 Q4 | 942,427 | $23,149,309 | +$896,101 | $24.56 | 5 |
| 2022 Q3 | 905,946 | $19,974,000 | +$19,974,000 | $22.05 | 5 |