Manager Directed Portfolios shares owned by Retirement Planning Co of New England
Quarter-by-quarter ownership of Manager Directed Portfolios (TOAK) shares owned by Retirement Planning Co of New England
from 13F filings
Historical chart of Retirement Planning Co of New England investment in Manager Directed Portfolios
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Quarterly reported holdings in Manager Directed Portfolios by Retirement Planning Co of New England
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 71k | 28.13 |
| 2025-06-30 | $1.9M | 68k | 27.83 |
| 2025-03-31 | $1.2M | 44k | 27.53 |
| 2024-12-31 | $954k | 35k | 27.23 |
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