Manager Directed Portfolios shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Manager Directed Portfolios by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 17k | 10.65 |
| 2025-06-30 | $174k | 17k | 10.46 |
| 2025-03-31 | $150k | 15k | 10.14 |
| 2024-12-31 | $127k | 13k | 10.12 |
| 2024-09-30 | $133k | 12k | 11.11 |
| 2024-06-30 | $119k | 12k | 9.67 |
| 2024-03-31 | $118k | 12k | 9.80 |
| 2023-12-31 | $118k | 12k | 9.96 |