Investment Managers Ser Tr I shares owned by Bogart Wealth
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Investment Managers Ser Tr I
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Quarterly reported holdings in Investment Managers Ser Tr I by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3k | 400 | 18.33 |
| 2025-06-30 | $6.5k | 400 | 16.35 |
| 2025-03-31 | $5.8k | 400 | 14.49 |
| 2024-12-31 | $5.8k | 400 | 14.49 |
| 2024-09-30 | $6.2k | 400 | 15.51 |
| 2024-06-30 | $6.0k | 400 | 14.90 |
| 2024-03-31 | $6.4k | 200 | 31.83 |
| 2023-12-31 | $5.5k | 200 | 27.39 |
| 2023-09-30 | $5.1k | 200 | 25.62 |
| 2023-06-30 | $5.1k | 200 | 25.50 |
| 2023-03-31 | $5.0k | 200 | 25.05 |
| 2022-12-31 | $5.1k | 200 | 25.38 |
| 2022-09-30 | $4.0k | 200 | 20.00 |
| 2022-06-30 | $5.0k | 200 | 25.00 |
| 2022-03-31 | $6.0k | 200 | 30.00 |