Managed Portfolio Ser shares owned by IFP Advisors
Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Managed Portfolio Ser
Tip: Access up to 7 years of quarterly data
All positions including Managed Portfolio Ser held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Managed Portfolio Ser by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 60k | 25.53 |
| 2025-06-30 | $1.4M | 53k | 25.28 |
| 2025-03-31 | $1.2M | 49k | 23.96 |
| 2024-12-31 | $534k | 21k | 25.27 |
| 2024-09-30 | $324k | 13k | 25.29 |