Series Portfolios Tr shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 1.3M | 26.82 |
| 2025-06-30 | $31M | 1.2M | 26.74 |
| 2025-03-31 | $29M | 1.1M | 26.57 |
| 2024-12-31 | $22M | 805k | 26.95 |
| 2024-09-30 | $7.0k | 259k | 0.03 |
| 2024-06-30 | $785k | 29k | 26.94 |
More positions owned by Kovitz Investment Group Partners
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