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KESTRA PRIVATE WEALTH SERVICES, LLC → BWFG
KESTRA PRIVATE WEALTH SERVICES, LLC BWFG Position History
Bankwell Financial Group, Inc. • Banking
Quarters held
5
Latest value
$255K
Q3 2026
Peak value
$319K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $319K |
| Q4 2025 | $227K |
| Q1 2026 | $240K |
| Q2 2026 | $291K |
| Q3 2026 | $255K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $255K | 3.9K | — | — |
| Q2 2026 | $291K | 5.0K | — | — |
| Q1 2026 | $240K | 4.9K | — | — |
| Q4 2025 | $227K | 5.0K | — | — |
| Q3 2025 | $319K | 7.2K | — | — |