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WMG Financial Advisors, LLC → BSM
WMG Financial Advisors, LLC BSM Position History
Black Stone Minerals, L.P. • Energy
Quarters held
4
Latest value
$143K
Q3 2026
Peak value
$253K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $223K |
| Q1 2026 | $253K |
| Q2 2026 | $143K |
| Q3 2026 | $143K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $143K | 10.3K | — | — |
| Q2 2026 | $143K | 10.3K | — | — |
| Q1 2026 | $253K | 16.8K | — | — |
| Q4 2025 | $223K | 16.8K | — | — |
Other funds holding BSM
$90.2M
$88.3M
$64.9M