CSMD — PROFESIONALLY MANAGED PORTFO

Ownership history in MGO ONE SEVEN LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MGO ONE SEVEN LLC reported a position in PROFESIONALLY MANAGED PORTFO (CSMD). 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
0.36% (2025 Q2)
Avg. % of fund
0.29%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 460,897 +51,514 +12.6% 0.30% $14.6M $31.62
2025 Q3 ADDED 409,383 +49,592 +13.8% 0.31% $13.6M $33.31
2025 Q2 ADDED 359,791 +58,116 +19.3% 0.36% $11.2M $31.18
2025 Q1 ADDED 301,675 +9,336 +3.2% 0.32% $8.3M $27.66
2024 Q4 ADDED 292,339 +218,369 +295.2% 0.33% $8.7M $29.92
2024 Q3 INITIATED 73,970 — — 0.10% $2.2M $29.80
% of Fund (quarterly)    CSMD price (monthly, adj. close)

Other funds also holding CSMD

As of 2025 Q4 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 3.49% Clarendon Private LLC 2.2% Beacon Bank & Trust 3Y 0.67% Brooklyn Investment Group 0.25% Financial Network Wealth Advisors LLC 0.25% Portside Wealth Group, LLC 0.25% Revisor Wealth Management LLC 0.19% NORDEN GROUP LLC 0.07% Integrated Wealth Concepts LLC 3Y 7Y 0.05% Rockefeller Capital Management L.P. 3Y 7Y 0.04%
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