Managed Portfolio Ser shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Managed Portfolio Ser
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Quarterly reported holdings in Managed Portfolio Ser by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 482k | 25.53 |
| 2025-06-30 | $12M | 473k | 25.28 |
| 2025-03-31 | $11M | 470k | 23.96 |
| 2024-12-31 | $8.0M | 316k | 25.27 |
More positions owned by Heritage Oak Wealth Advisors
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