Investment Managers Ser Tr I shares owned by Brian McDonald
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Investment Managers Ser Tr I
Tip: Access up to 7 years of quarterly data
All positions including Investment Managers Ser Tr I held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Investment Managers Ser Tr I by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $188k | 10k | 18.63 |
| 2025-09-30 | $184k | 10k | 18.33 |
| 2025-06-30 | $140k | 8.6k | 16.35 |
| 2025-03-31 | $124k | 8.5k | 14.49 |
| 2024-12-31 | $120k | 8.3k | 14.49 |
| 2024-09-30 | $124k | 8.0k | 15.51 |
| 2024-06-30 | $185k | 12k | 14.90 |