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SUMMIT WEALTH GROUP LLC / CO → AHR
SUMMIT WEALTH GROUP LLC / CO AHR Position History
American Healthcare REIT, Inc. • Financial Services
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $502K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 26.4K | — | — |
| Q2 2026 | $1.5M | 28.1K | — | — |
| Q1 2026 | $1.2M | 26.4K | — | — |
| Q4 2025 | $1.1M | 24.0K | — | — |
| Q3 2025 | $502K | 2.5K | — | — |