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Victory Portfolios Ii cemp us sm cap h shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Victory Portfolios Ii cemp us sm cap h (CSB) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Victory Portfolios Ii cemp us sm cap h

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii cemp us sm cap h held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii cemp us sm cap h by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $436k 7.4k 59.15
2025-06-30 $550k 9.9k 55.41
2025-03-31 $813k 14k 57.41
2024-12-31 $701k 12k 59.40
2024-09-30 $924k 17k 53.44
2024-06-30 $924k 17k 53.44