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Managed Portfolio Ser shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Managed Portfolio Ser (TOGA) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 47k 35.57
2025-06-30 $1.6M 47k 34.65
2025-03-31 $1.4M 50k 29.00