Advisor Managed Portfolios shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Advisor Managed Portfolios (FUNL) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Advisor Managed Portfolios
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Quarterly reported holdings in Advisor Managed Portfolios by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 5.5k | 46.19 |
| 2025-06-30 | $240k | 5.5k | 43.54 |
| 2025-03-31 | $229k | 5.5k | 41.54 |
| 2024-12-31 | $230k | 5.5k | 41.65 |
| 2024-09-30 | $232k | 5.5k | 42.12 |
| 2024-06-30 | $213k | 5.5k | 38.63 |
| 2024-03-31 | $220k | 5.5k | 39.70 |