HEDG — SERIES PORTFOLIOS TR

Ownership history in Platform Technology Partners  ·  1 quarter on record

This page tracks every 13F SEC filing in which Platform Technology Partners 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.72% (2025 Q4)
Avg. % of fund
1.72%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 275,925 — — 1.72% $8.1M $29.33
% of Fund (quarterly)    HEDG price (monthly, adj. close)

Other funds also holding HEDG

As of 2025 Q4 — sorted by position size

ENZI WEALTH 3Y 5.22% Darwin Wealth Management, LLC 3Y 7Y 1.7% JOURNEY STRATEGIC WEALTH LLC 3Y 0.64% 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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