Advisor Managed Portfolios - MVPL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESPAC Advisors, LLC | History | New | 5,000 | 212 | 0.1% | — | 1 | +5,000 | New | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Reduced | 459 | 19 | 0.0% | 0.0% | 2 | -507 | -52.48% | Q2 2026 | Aug 13, 2026 |