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Service Pptys Tr shares owned by Family Wealth Partners

Quarter-by-quarter ownership of Service Pptys Tr (SVC) shares owned by Family Wealth Partners from 13F filings

Historical chart of Family Wealth Partners investment in Service Pptys Tr

Tip: Access up to 7 years of quarterly data

All positions including Service Pptys Tr held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Service Pptys Tr by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 11k 2.71
2025-06-30 $27k 11k 2.39
2025-03-31 $29k 11k 2.61
2024-09-30 $69k 15k 4.56

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Service Pptys Tr

Vanguard Group
BlackRock
Charles Schwab Investment Management
Nantahala Capital Management
Capital Management Corporation
Goldman Sachs Group
Susquehanna Advisors Group
Whitebox Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management
Lonestar Capital Management
LSV Asset Management
D. E. Shaw & Co
Readystate Asset Management

View all funds holding Service Pptys Tr