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  • Home
  • AI Agent
  • Annotations
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  • Pricing and plans
  • BlogAboutContact us
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    Terms of servicePrivacy policy

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Advisor Managed Portfolios​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
A

Advisor Managed Portfolios

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings
Categorized
Chronological
By Owner
Chronological
By Owner

SEC Filings

SEC Filings

Financials(14)

Expand
  • N-CENFY 2026ended 30 Jun 202614 Sep
  • N-CENFY 2026ended 31 Mar 202615 Jun
  • N-CENFY 2025ended 31 Dec 202513 Mar
  • N-CENFY 2025ended 31 Oct 202513 Jan
  • N-CENFY 2025ended 30 Sept 202515 Dec 2025
  • N-CENFY 2025ended 30 Jun 202511 Sep 2025
  • N-CEN/AFY 2025ended 31 Mar 202511 Jul 2025
  • N-CENFY 2025ended 31 Mar 202513 Jun 2025
  • N-CENFY 2024ended 31 Dec 202413 Mar 2025
  • N-CENFY 2024ended 31 Oct 202413 Jan 2025
  • N-CENFY 2024ended 30 Sept 202416 Dec 2024
  • N-CENFY 2024ended 30 Jun 202413 Sep 2024
  • N-CENFY 2024ended 31 Mar 202414 Jun 2024
  • N-CENFY 2023ended 31 Oct 202312 Jan 2024

Other Ownership(242)

Expand
  • NPORT-PPortfolio holdings (monthly)29 Sep
  • N-CSRSSemi-annual report (investment companies)8 Sep
  • N-CSRCertified shareholder report8 Sep
  • N-CSRCertified shareholder report8 Sep
  • N-CSRSSemi-annual report (investment companies)8 Sep
  • N-CSRCertified shareholder report8 Sep
  • N-CSRSSemi-annual report (investment companies)8 Sep
  • N-CSRSSemi-annual report (investment companies)4 Sep
  • N-CSRSSemi-annual report (investment companies)4 Sep
  • N-CSRSSemi-annual report (investment companies)4 Sep
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug

Proxies(40)

Expand
  • N-PXAnnual report of proxy voting record31 Aug
  • N-PXAnnual report of proxy voting record31 Aug
  • N-PXAnnual report of proxy voting record28 Aug
  • N-PXAnnual report of proxy voting record28 Aug
  • N-PXAnnual report of proxy voting record28 Aug
  • N-PXAnnual report of proxy voting record27 Aug
  • N-PXAnnual report of proxy voting record27 Aug
  • N-PXAnnual report of proxy voting record25 Aug
  • N-PXAnnual report of proxy voting record25 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record20 Aug
  • N-PXAnnual report of proxy voting record20 Aug
  • N-PXAnnual report of proxy voting record19 Aug
  • N-PXAnnual report of proxy voting record19 Aug
  • N-PXAnnual report of proxy voting record27 Aug 2025

Registrations(423)

Expand
  • 8-A12BRegistration of securities (Section 12(b))12 Nov
  • Form 497KSummary prospectus2 Nov
  • Form 497Definitive materials (investment companies)2 Nov
  • Form 497JCertification of no changes (investment companies)30 Oct
  • 25-NSENotification of removal from listing28 Oct
  • Form 497KSummary prospectus27 Oct
  • Form 497KSummary prospectus27 Oct
  • 485BPOSPost-effective amendment (investment companies)27 Oct
  • 485APOSPost-effective amendment (open-end investment companies)16 Oct
  • Form 497KSummary prospectus9 Oct
  • Form 497Definitive materials (investment companies)9 Oct
  • 485APOSPost-effective amendment (open-end investment companies)1 Oct
  • 24F-2NTNotice of securities sold28 Sep
  • 24F-2NTNotice of securities sold25 Sep
  • 24F-2NTNotice of securities sold24 Sep

Filing Review Correspondence(23)

Expand
  • CORRESPFiling review correspondence28 Aug 2025
  • CORRESPFiling review correspondence23 Apr 2025
  • CORRESPFiling review correspondence26 Mar 2025
  • CORRESPFiling review correspondence10 Apr 2024
  • CORRESPFiling review correspondence21 Feb 2024
  • CORRESPFiling review correspondence22 Dec 2023
  • CORRESPFiling review correspondence20 Dec 2023
  • CORRESPFiling review correspondence18 Dec 2023
  • CORRESPFiling review correspondence18 Dec 2023
  • CORRESPFiling review correspondence13 Dec 2023
  • CORRESPFiling review correspondence12 Dec 2023
  • CORRESPFiling review correspondence12 Dec 2023
  • CORRESPFiling review correspondence12 Dec 2023
  • CORRESPFiling review correspondence11 Dec 2023
  • CORRESPFiling review correspondence6 Dec 2023

SEC Orders And Notices(4)

Expand
  • EFFECTNotice of effectiveness17 Nov 2023
  • EFFECTNotice of effectiveness14 Sep 2023
  • EFFECTNotice of effectiveness18 Jul 2023
  • EFFECTNotice of effectiveness

Other(37)

Expand
  • CERTCERT13 Nov
  • Form 252512 Nov
  • CERTCERT15 Sep
  • Form 252528 Aug
  • CERTCERT27 Aug
  • CERTCERT14 Apr
  • CERTCERT2 Apr
  • Form 252527 Feb
  • CERTCERT10 Feb
  • CERTCERT21 Oct 2025
  • CERTCERT29 Aug 2025
  • CERTCERT7 Jul 2025
  • N-MFP3N-MFP36 May 2025
  • CERTCERT29 Apr 2025
  • N-MFP3N-MFP37 Apr 2025

Financials(14)

Expand
  • N-CENFY 2026ended 30 Jun 202614 Sep
  • N-CENFY 2026ended 31 Mar 202615 Jun
  • N-CENFY 2025ended 31 Dec 202513 Mar
  • N-CENFY 2025ended 31 Oct 202513 Jan
  • N-CENFY 2025ended 30 Sept 202515 Dec 2025
  • N-CENFY 2025ended 30 Jun 202511 Sep 2025
  • N-CEN/AFY 2025ended 31 Mar 202511 Jul 2025
  • N-CENFY 2025ended 31 Mar 202513 Jun 2025
  • N-CENFY 2024ended 31 Dec 202413 Mar 2025
  • N-CENFY 2024ended 31 Oct 202413 Jan 2025
  • N-CENFY 2024ended 30 Sept 202416 Dec 2024
  • N-CENFY 2024ended 30 Jun 202413 Sep 2024
  • N-CENFY 2024ended 31 Mar 202414 Jun 2024
  • N-CENFY 2023ended 31 Oct 202312 Jan 2024

Other Ownership(242)

Expand
  • NPORT-PPortfolio holdings (monthly)29 Sep
  • N-CSRSSemi-annual report (investment companies)8 Sep
  • N-CSRCertified shareholder report8 Sep
  • N-CSRCertified shareholder report8 Sep
  • N-CSRSSemi-annual report (investment companies)8 Sep
  • N-CSRCertified shareholder report8 Sep
  • N-CSRSSemi-annual report (investment companies)8 Sep
  • N-CSRSSemi-annual report (investment companies)4 Sep
  • N-CSRSSemi-annual report (investment companies)4 Sep
  • N-CSRSSemi-annual report (investment companies)4 Sep
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • NPORT-PPortfolio holdings (monthly)31 Aug

Proxies(40)

Expand
  • N-PXAnnual report of proxy voting record31 Aug
  • N-PXAnnual report of proxy voting record31 Aug
  • N-PXAnnual report of proxy voting record28 Aug
  • N-PXAnnual report of proxy voting record28 Aug
  • N-PXAnnual report of proxy voting record28 Aug
  • N-PXAnnual report of proxy voting record27 Aug
  • N-PXAnnual report of proxy voting record27 Aug
  • N-PXAnnual report of proxy voting record25 Aug
  • N-PXAnnual report of proxy voting record25 Aug
  • N-PXAnnual report of proxy voting record21 Aug
  • N-PXAnnual report of proxy voting record20 Aug
  • N-PXAnnual report of proxy voting record20 Aug
  • N-PXAnnual report of proxy voting record19 Aug
  • N-PXAnnual report of proxy voting record19 Aug
  • N-PXAnnual report of proxy voting record27 Aug 2025

Registrations(423)

Expand
  • 8-A12BRegistration of securities (Section 12(b))12 Nov
  • Form 497KSummary prospectus2 Nov
  • Form 497Definitive materials (investment companies)2 Nov
  • Form 497JCertification of no changes (investment companies)30 Oct
  • 25-NSENotification of removal from listing28 Oct
  • Form 497KSummary prospectus27 Oct
  • Form 497KSummary prospectus27 Oct
  • 485BPOSPost-effective amendment (investment companies)27 Oct
  • 485APOSPost-effective amendment (open-end investment companies)16 Oct
  • Form 497KSummary prospectus9 Oct
  • Form 497Definitive materials (investment companies)9 Oct
  • 485APOSPost-effective amendment (open-end investment companies)1 Oct
  • 24F-2NTNotice of securities sold28 Sep
  • 24F-2NTNotice of securities sold25 Sep
  • 24F-2NTNotice of securities sold24 Sep

Filing Review Correspondence(23)

Expand
  • CORRESPFiling review correspondence28 Aug 2025
  • CORRESPFiling review correspondence23 Apr 2025
  • CORRESPFiling review correspondence26 Mar 2025
  • CORRESPFiling review correspondence10 Apr 2024
  • CORRESPFiling review correspondence21 Feb 2024
  • CORRESPFiling review correspondence22 Dec 2023
  • CORRESPFiling review correspondence20 Dec 2023
  • CORRESPFiling review correspondence18 Dec 2023
  • CORRESPFiling review correspondence18 Dec 2023
  • CORRESPFiling review correspondence13 Dec 2023
  • CORRESPFiling review correspondence12 Dec 2023
  • CORRESPFiling review correspondence12 Dec 2023
  • CORRESPFiling review correspondence12 Dec 2023
  • CORRESPFiling review correspondence11 Dec 2023
  • CORRESPFiling review correspondence6 Dec 2023

SEC Orders And Notices(4)

Expand
  • EFFECTNotice of effectiveness17 Nov 2023
  • EFFECTNotice of effectiveness14 Sep 2023
  • EFFECTNotice of effectiveness18 Jul 2023
  • EFFECTNotice of effectiveness

Other(37)

Expand
  • CERTCERT13 Nov
  • Form 252512 Nov
  • CERTCERT15 Sep
  • Form 252528 Aug
  • CERTCERT27 Aug
  • CERTCERT14 Apr
  • CERTCERT2 Apr
  • Form 252527 Feb
  • CERTCERT10 Feb
  • CERTCERT21 Oct 2025
  • CERTCERT29 Aug 2025
  • CERTCERT7 Jul 2025
  • N-MFP3N-MFP36 May 2025
  • CERTCERT29 Apr 2025
  • N-MFP3N-MFP37 Apr 2025