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Morling Financial Advisors, LLC → AG
Morling Financial Advisors, LLC AG Position History
First Majestic Silver Corp. • Basic Materials
Quarters held
3
Latest value
$310K
Q3 2026
Peak value
$310K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $269K |
| Q2 2026 | $297K |
| Q3 2026 | $310K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $310K | 17.5K | — | — |
| Q2 2026 | $297K | 17.5K | — | — |
| Q1 2026 | $269K | 12.5K | — | — |
Other funds holding AG
$221.6M
$218.1M
$160.3M
$158.5M
$156.2M
$152.4M