Managed Portfolio Ser shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Managed Portfolio Ser
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Quarterly reported holdings in Managed Portfolio Ser by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 11k | 25.53 |
| 2025-06-30 | $250k | 9.9k | 25.28 |
| 2025-03-31 | $218k | 9.1k | 23.96 |
| 2024-12-31 | $245k | 9.7k | 25.27 |
More positions owned by Pensionmark Financial Group
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