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Series Portfolios Tr shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Klingenstein Fields & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $707k 24k 29.33

More positions owned by Klingenstein Fields & Co

Broadcom Common (AVGO)
Alphabet Class A (GOOGL)
Microsoft Corp Common (MSFT)
Lilly Eli & Co Common (LLY)
Apple Common (AAPL)
Berkshire Hathaway Class B (BRK.B)
Amazon Common (AMZN)
Palo Alto Networks Common (PANW)
Nvidia Corp Common (NVDA)
Goldman Sachs Group Common (GS)
Walt Disney Company (DIS)
State St Spdr S&p500 Units Ser 1 S&p (SPY)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
Union Pac Corp Common (UNP)

View all positions for Klingenstein Fields & Co

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Rockefeller Capital Management
Enzi Wealth
Envestnet Asset Management
Bramshill Investments
Harwood Advisory
Axxcess Wealth Management
Stifel Financial
Gladstone Institutional Advisory
Goss Wealth Management
Chapin Davis
Magnus Financial Group
Commonwealth Equity Services
Oppenheimer & Co

View all funds holding Series Portfolios Tr