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Wagner Wealth Management, LLC → AB
Wagner Wealth Management, LLC AB Position History
AllianceBernstein Holding L.P. • Financial Services
Quarters held
4
Latest value
$422K
Q3 2026
Peak value
$475K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $113K |
| Q1 2026 | $149K |
| Q2 2026 | $475K |
| Q3 2026 | $422K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $422K | 3.2K | — | — |
| Q2 2026 | $475K | 3.2K | — | — |
| Q1 2026 | $149K | 1.4K | — | — |
| Q4 2025 | $113K | 1.1K | — | — |