Concurrent Investment Advisors »

Managed Portfolio Series shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Managed Portfolio Series (KAMO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 58k 25.03