Ownership history in Advisory Services Network, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ADVISOR MANAGED PORTFOLIOS (SHDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,807 | -110 | -0.7% | 0.01% | $543K | $32.30 |
| 2025 Q3 | REDUCED | 16,917 | -54 | -0.3% | 0.01% | $536K | $31.52 |
| 2025 Q2 | REDUCED | 16,971 | -748 | -4.2% | 0.01% | $516K | $29.58 |
| 2025 Q1 | REDUCED | 17,719 | -383 | -2.1% | 0.01% | $493K | $27.69 |
| 2024 Q4 | REDUCED | 18,102 | -484 | -2.6% | 0.01% | $527K | $28.98 |
| 2024 Q3 | UNCHANGED | 18,586 | — | 0% | 0.01% | $509K | $28.52 |
| 2024 Q2 | REDUCED | 18,586 | -522 | -2.7% | 0.01% | $509K | $27.11 |
| 2024 Q1 | REDUCED | 19,108 | -2,370 | -11.0% | 0.01% | $504K | $26.07 |
| 2023 Q4 | INITIATED | 21,478 | — | — | 0.01% | $526K | — |
As of 2025 Q4 — sorted by position size