Back to COF-PN
Forthright Family Wealth Advisory LLC → COF-PN
Forthright Family Wealth Advisory LLC COF-PN Position History
COF-PN
Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q4 2025 | $3.1M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 114.1K | — | — |
| Q2 2026 | $3.2M | 115.6K | — | — |
| Q4 2025 | $3.1M | 113.6K | — | — |
| Q3 2025 | $3M | 109.4K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B