Managed Portfolio Ser shares owned by Independent Financial Group
Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Managed Portfolio Ser
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Quarterly reported holdings in Managed Portfolio Ser by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $575k | 24k | 24.21 |
| 2025-09-30 | $1.1M | 43k | 25.53 |
| 2025-06-30 | $1.1M | 42k | 25.28 |
| 2025-03-31 | $2.0M | 83k | 23.96 |
More positions owned by Independent Financial Group
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