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Position history for MFMerit Financial Group, LLC's holdings in NORTHERN LTS FD TR IV

Merit Financial Group, LLC holds 25,527 shares of IBD (NORTHERN LTS FD TR IV), worth $606,772 as of 2026-Q2. The position was increased (+4.4% shares). IBD represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$606,772

Current Shares

25,527

Total Value Change

+$158,747

Total Shares Change

+6,921

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25,527
+4.4%
$606,7720.0%$23.69
25
2026-Q1
Increased
24,454
+7.0%
$583,4020.0%$23.53
26
2025-Q4
Increased
22,857
+1.5%
$553,1320.0%$23.64
25
2025-Q3
Increased
22,527
+35.3%
$544,0310.0%$23.32
31
2025-Q2
Increased
16,648
+0.8%
$399,7200.0%$22.94
24
2025-Q1
Increased
16,512
+0.3%
$392,1610.0%$22.45
24
2024-Q4
Decreased
16,457
-11.6%
$385,7450.0%$21.95
0
2024-Q3
Decreased
18,606
-4.5%
$448,0250.0%$22.29
0

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

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