Manager Directed Portfolios shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Manager Directed Portfolios by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 98k | 10.65 |
| 2025-06-30 | $1.0M | 99k | 10.46 |
| 2025-03-31 | $977k | 96k | 10.14 |
| 2024-12-31 | $973k | 96k | 10.12 |
| 2024-09-30 | $1.0M | 94k | 11.11 |
| 2024-06-30 | $961k | 99k | 9.67 |
| 2024-03-31 | $924k | 94k | 9.80 |
| 2023-12-31 | $951k | 96k | 9.96 |