Managed Portfolio Ser shares owned by TRB Advisors
Quarter-by-quarter ownership of Managed Portfolio Ser (TOGA) shares owned by TRB Advisors
from 13F filings
Historical chart of TRB Advisors investment in Managed Portfolio Ser
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Quarterly reported holdings in Managed Portfolio Ser by TRB Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 500k | 35.57 |
| 2025-06-30 | $11M | 325k | 34.65 |
| 2025-03-31 | $7.2M | 250k | 29.00 |
| 2024-12-31 | $6.0M | 200k | 30.03 |