Number of Shares
18,359
Previous 15,264 20.28%
Holding current value
$900 Million
Previous $523 Million 72.16%
% of portfolio
0.65%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
N/A
3,095 Added 20.28%
18,359 $900 Million
Q1 2025

Apr 30, 2025

SELL
N/A
-310 Reduced 1.99%
15,264 $523 Million
Q4 2024

Feb 28, 2025

BUY
N/A
15,574 New
15,574 $475 Million
Track This Portfolio

Track Park Square Financial Group, LLC Portfolio

Follow Park Square Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Park Square Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Park Square Financial Group, LLC with notifications on news.