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Worth Financial Advisory Group, LLC → AB
Worth Financial Advisory Group, LLC AB Position History
AllianceBernstein Holding L.P. • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$23.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $542K |
| Q4 2025 | $690K |
| Q1 2026 | $23.9M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 9.5K | — | — |
| Q2 2026 | $1.4M | 9.4K | — | — |
| Q1 2026 | $23.9M | 9.4K | — | — |
| Q4 2025 | $690K | 6.6K | — | — |
| Q3 2025 | $542K | 5.4K | — | — |