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Athena Wealth Management, LLC → C-PR

Athena Wealth Management, LLC C-PR Position History

C-PR

Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q1 2026$2M
Q2 2026$2.3M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M15.2K——
Q2 2026$2.3M16.4K——
Q1 2026$2M17.5K——
Q4 2025$1.3M11.4K——

Other funds holding C-PR

Other Athena Wealth Management, LLC positions

FDX

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FDX

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AAPL

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$7.2M
AAPL

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MSFT

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PPT

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$4.1M