Quick Takeaways
- MONEY CONCEPTS CAPITAL CORP filed SCHEDULE 13G for MANAGED PORTFOLIO SERIES EXHANGE TRADED PRODUCT (KHPI).
- Disclosed ownership: 5.9%.
- Date of event: 31 Mar 2025.
MONEY CONCEPTS CAPITAL CORP - 31 Mar 2025 SCHEDULE 13G Report for MANAGED PORTFOLIO SERIES EXHANGE TRADED PRODUCT (KHPI)
- Filing Manager
- MONEY CONCEPTS CAPITAL CORP
- Reporting Manager
- MONEY CONCEPTS CAPITAL CORP
- Symbol
- KHPI
- Shares outstanding
- 4,643,983 shares
- Disclosed Ownership
- 273,995 shares
- Ownership
- 5.9%
- Form type
- SCHEDULE 13G
- Filing time
- 07 May 2025, 12:40:22 UTC
- Date of event
- 31 Mar 2025
- Next filing
- 18 Aug 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"MONEY CONCEPTS CAPITAL CORP disclosed 5.9% ownership in MANAGED PORTFOLIO SERIES EXHANGE TRADED PRODUCT (KHPI) on 31 Mar 2025."
What Changed
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 07 May 2025, 12:40.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (1)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 5.9% | 273,995 | 0 | 0 | LIZA PERLOW | VICE PRESIDENT |