KHPI — MANAGED PORTFOLIO SERIES

Ownership history in Bison Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in MANAGED PORTFOLIO SERIES (KHPI). 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.

Peak position
2.26% (2024 Q4)
Avg. % of fund
1.95%
First filed
2024 Q3
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 405,711 -1,528 -0.4% 2.26% $10.3M $22.74
2024 Q3 INITIATED 407,239 — — 1.64% $10.3M $22.26
% of Fund (quarterly)    KHPI price (monthly, adj. close)

Other funds also holding KHPI

As of 2025 Q4 — sorted by position size

HERITAGE OAK WEALTH ADVISORS LLC 5.54% HFG Wealth Management, LLC 2.44% Delta Investment Management, LLC 3Y 7Y 0.89% CPR Investments Inc. 3Y 0.81% United Advisor Group, LLC 0.74% Intrepid Financial Planning Group LLC 3Y 0.58% Ascension Capital Advisors, Inc. 3Y 0.49% Fulcrum Equity Management 3Y 7Y 0.43% Joseph P. Lucia & Associates, LLC 3Y 0.27% Arete Wealth Advisors, LLC 3Y 7Y 0.24%
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