NORTHERN LTS FD TR II - PRMR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RMR Wealth Builders | History | Added to | 2,478,607 | 70,875 | 4.13% | 4.25% | 1 | +80,997 | 3.38% | Q3 2026 | Oct 22, 2026 |
| Mosley Wealth Management | History | New | 483,385 | 13,839 | 4.03% | — | 2 | +483,385 | New | Q3 2026 | Oct 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 103,870 | 2,966 | 0.43% | 0.43% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |