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Investment Managers Ser Tr I shares owned by Truepoint

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Truepoint from 13F filings

Historical chart of Truepoint 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 Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2023-09-30 $238k 6.0k 39.70
2023-06-30 $217k 6.0k 36.18
2023-03-31 $241k 6.0k 40.08

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding Investment Managers Ser Tr I

AYAL Capital Advisors
Citadel Advisors
Concentric Capital Strategies
Hrt Financial
Clayton Partners
Frank. Day
Simplex Trading
Gunderson Capital Management
Nicholas Hoffman & Company
Patriot Financial Group Insurance Agency
SG Americas Securities
Mutual Advisors
Gts Securities
Planning Capital Management Corp
TD Waterhouse Canada

View all funds holding Investment Managers Ser Tr I