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Managed Portfolio Series shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $418k 11k 37.99
2025-06-30 $407k 11k 36.17
2025-03-31 $434k 13k 34.27