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Managed Portfolio Ser shares owned by Prospera Financial Services

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Prospera Financial Services from 13F filings

Historical chart of Prospera Financial Services investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Prospera Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Prospera Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 292k 25.53
2025-06-30 $6.5M 257k 25.28
2024-12-31 $210k 8.3k 25.27