LCR β€” MANAGED PORTFOLIO SERIES

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

AI Ownership Summary

Bond & Devick Financial Network, Inc. reported MANAGED PORTFOLIO SERIES (LCR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows LCR at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bond & Devick Financial Network, Inc.'s position in MANAGED PORTFOLIO SERIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LCR was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bond & Devick Financial Network, Inc. held LCR β€” position size vs. price
% of Fund (quarterly)    LCR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 6,361 β€” 0% 0.07% $242K 2026-02-14 (Est.) $38.61
2025 Q3 UNCHANGED 6,361 β€” 0% 0.07% $242K 2025-11-05 $37.27
2025 Q2 INITIATED 6,361 β€” β€” 0.08% $230K 2025-07-11 $35.57

FAQ About Bond & Devick Financial Network, Inc. and LCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bond & Devick Financial Network, Inc. reported owning LCR?

Bond & Devick Financial Network, Inc. reported LCR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported LCR position in Bond & Devick Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for LCR was 0.08% in 2025 Q2.

What is the latest reported LCR position on this page?

The most recent filing on this page is 2025 Q4, when Bond & Devick Financial Network, Inc. reported 6,361 shares, equal to 0.07% of portfolio, with an estimated market value of $242K.

What does the chart on this LCR ownership page compare?

The chart compares Bond & Devick Financial Network, Inc.'s quarterly LCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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