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
Download as csvQuarterly 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 |
More positions owned by Guardian Financial Partners
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