Castleview Partners »

Managed Portfolio Series shares owned by Castleview Partners

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 104k 39.89
2025-06-30 $1.8M 49k 36.76
2025-03-31 $1.6M 50k 32.48