Profesionally Managed Portfo shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $895k | 27k | 33.17 |
| 2025-06-30 | $822k | 25k | 32.55 |
| 2025-03-31 | $901k | 32k | 27.86 |
| 2024-12-31 | $1.0M | 34k | 29.97 |
| 2024-09-30 | $1.5M | 50k | 29.56 |
| 2024-06-30 | $1.4M | 49k | 28.45 |
More positions owned by Diversify Advisory Services
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