LCR — MANAGED PORTFOLIO SERIES

Ownership history in Bond & Devick Financial Network, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in MANAGED PORTFOLIO SERIES (LCR). 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
0.08% (2025 Q2)
Avg. % of fund
0.07%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,361 — 0% 0.07% $242K $38.09
2025 Q3 UNCHANGED 6,361 — 0% 0.07% $242K $37.47
2025 Q2 INITIATED 6,361 — — 0.08% $230K $35.68
% of Fund (quarterly)    LCR price (monthly, adj. close)

Other funds also holding LCR

As of 2025 Q4 — sorted by position size

Legend Financial Advisors, Inc. 3Y 5.72% Mowery & Schoenfeld Wealth Management, LLC 0.61% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.44% Onyx Bridge Wealth Group LLC 3Y 0.09% Capital Investment Advisory Services, LLC 3Y 7Y 0.06% GTS SECURITIES LLC 0.05% WFA of San Diego, LLC 3Y 0.03% Savant Capital, LLC 3Y 7Y 0.03% OSAIC HOLDINGS, INC. 3Y 0.01% NVWM, LLC 3Y 7Y 0.0%
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