Manager Directed Portfolios shares owned by Forum Financial Management
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Manager Directed Portfolios by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $188k | 19k | 9.81 |
2023-12-31 | $215k | 22k | 9.96 |
More positions owned by Forum Financial Management
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