HEDG β€” SERIES PORTFOLIOS TR

Ownership history in JOURNEY STRATEGIC WEALTH LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which JOURNEY STRATEGIC WEALTH LLC reported a position in SERIES PORTFOLIOS TR (HEDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.64% (2025 Q4)
πŸ“Š Avg. % of fund
0.64%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    HEDG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 829,914 β€” β€” 0.64% $24.3M $29.33

🏒 Other funds also holding HEDG

As of 2025 Q4 β€” sorted by position size

ENZI WEALTH 3Y 5.22% Platform Technology Partners 3Y 1.72% Darwin Wealth Management, LLC 3Y 7Y 1.7% CHAPIN DAVIS, INC. 3Y 0.56% Bramshill Investments, LLC 3Y 7Y 0.35% Magnus Financial Group LLC 3Y 7Y 0.16% Gladstone Institutional Advisory LLC 3Y 7Y 0.14% HighTower Advisors, LLC 3Y 7Y 0.07% Vise Technologies, Inc. 3Y 0.05% Rockefeller Capital Management L.P. 3Y 7Y 0.03%
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