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Managed Portfolio Ser shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 8.4k 25.53