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Series Portfolios Tr shares owned by Guardian Financial Partners

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Guardian Financial Partners from 13F filings

Historical chart of Guardian Financial Partners investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Guardian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 773k 26.82
2025-06-30 $21M 772k 26.74
2025-03-31 $20M 757k 26.57
2024-12-31 $19M 705k 26.95
2024-09-30 $18M 668k 26.88
2024-06-30 $18M 658k 26.94
2024-03-31 $17M 623k 26.80
2023-12-31 $11M 406k 26.40
2023-09-30 $9.4M 361k 26.14