NORTHERN LTS FD TR IV

Historical 13F Holders

Symbol
LCG
CUSIP
66538H385
All holders as of
Q3 2025
Type
Equity
Class
STERLING CAPITAL
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 66538H385 since 12/18/2024, newest first.

Filer % of Class Filed
Truist Financial Corp 13G/A Amendment 2 0% 1/20/2026
Event 12/31/2025
Truist Financial Corp 13G/A Amendment 1 5.1% 10/16/2025
Event 9/30/2025
Truist Financial Corp 13G 5.7% 11/12/2024
Event 9/30/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q3 20 554 k $18.3 M
2025 Q2 13 553 k $17.4 M
2025 Q1 12 602 k $16.7 M
2024 Q4 12 660 k $19.6 M
2024 Q3 14 640 k $18.4 M
2024 Q2 11 741 k $20.0 M
2024 Q1 10 644 k $19.7 M
2023 Q4 11 2.31 M $66.0 M
2023 Q3 12 2.32 M $53.6 M
2023 Q2 11 2.27 M $58.5 M
2023 Q1 12 2.31 M $52.6 M
2022 Q4 12 2.40 M $47.7 M
2022 Q3 10 2.26 M $42.6 M
2022 Q2 10 2.16 M $42.8 M
2022 Q1 11 2.27 M $59.8 M
2021 Q4 12 1.98 M $60.7 M
2021 Q3 11 693 k $20.4 M
2021 Q2 10 642 k $18.7 M
2021 Q1 7 715 k $18.6 M
2020 Q4 7 840 k $22.2 M
2020 Q3 5 228 k $5.50 M