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Michels Family Financial, LLC → ASC

Michels Family Financial, LLC ASC Position History

Ardmore Shipping Corporation • Energy

Quarters held
5
Latest value
$536K
Q3 2026
Peak value
$536K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$377K
Q4 2025$330K
Q1 2026$434K
Q2 2026$393K
Q3 2026$536K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$536K28.7K——
Q2 2026$393K28.0K——
Q1 2026$434K28.4K——
Q4 2025$330K31.1K——
Q3 2025$377K31.8K——

Other funds holding ASC

Other Michels Family Financial, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$10.3M
SPY

STATE STR SPDR S&P 500 ETF T

$10.2M
SPY

SPDR S&P 500 ETF TR

$8.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.8M
SPY

STATE STR SPDR S&P 500 ETF T

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.4M
SPY

SPDR S&P 500 ETF TR

$8.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.9M
Michels Family Financial, LLC ASC Holdings: 13F Position History | Track13F