FUNL β€” ADVISOR MANAGED PORTFOLIOS

Ownership history in BUCKHEAD CAPITAL MANAGEMENT LLC  Β·  6 quarters on record

AI Ownership Summary

BUCKHEAD CAPITAL MANAGEMENT LLC reported ADVISOR MANAGED PORTFOLIOS (FUNL) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows FUNL 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUNL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUCKHEAD CAPITAL MANAGEMENT LLC's position in ADVISOR MANAGED PORTFOLIOS, 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

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

High-water mark
Peak Conviction
0.07% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 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.

FUNL stock page BUCKHEAD CAPITAL MANAGEMENT LLC fund profile BUCKHEAD CAPITAL MANAGEMENT LLC full holdings
How BUCKHEAD CAPITAL MANAGEMENT LLC held FUNL β€” position size vs. price
% of Fund (quarterly)    FUNL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4,357 β€” 0% 0.07% $204K 2026-02-14 (Est.) $49.09
2025 Q3 REDUCED 4,357 -562 -11.4% 0.07% $201K 2025-10-09 $44.86
2024 Q4 REDUCED 4,919 -54 -1.1% 0.07% $205K 2025-01-30 $42.56
2024 Q3 REDUCED 4,973 -425 -7.9% 0.07% $209K 2024-11-07 $41.93
2024 Q1 ADDED 5,398 +1,041 +23.9% 0.07% $214K 2024-05-06 $36.85
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FUNL

As of 2025 Q4 β€” sorted by position size

EP Wealth Advisors, LLC 3Y 7Y 0.99% ATTICUS WEALTH MANAGEMENT, LLC 3Y 0.07% Sage Mountain Advisors LLC 3Y 0.01% GTS SECURITIES LLC 0.01% ROYAL BANK OF CANADA 3Y 7Y 0.0% GOLDMAN SACHS GROUP INC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0%

FAQ About BUCKHEAD CAPITAL MANAGEMENT LLC and FUNL

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

How long has BUCKHEAD CAPITAL MANAGEMENT LLC reported owning FUNL?

BUCKHEAD CAPITAL MANAGEMENT LLC reported FUNL across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported FUNL position in BUCKHEAD CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for FUNL was 0.07% in 2025 Q3.

What is the latest reported FUNL position on this page?

The most recent filing on this page is 2025 Q4, when BUCKHEAD CAPITAL MANAGEMENT LLC reported 4,357 shares, equal to 0.07% of portfolio, with an estimated market value of $204K.

What does the chart on this FUNL ownership page compare?

The chart compares BUCKHEAD CAPITAL MANAGEMENT LLC's quarterly FUNL 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.

← Back to BUCKHEAD CAPITAL MANAGEMENT LLC Holdings