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Manager Directed Portfolios shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $151k 14k 10.65
2025-06-30 $169k 16k 10.46
2025-03-31 $168k 17k 10.14
2024-12-31 $181k 18k 10.12
2024-09-30 $237k 21k 11.11
2024-06-30 $286k 30k 9.67
2024-03-31 $309k 32k 9.80
2023-12-31 $307k 31k 9.96