Back to COF-PN

McGlone Suttner Wealth Management, Inc. → COF-PN

McGlone Suttner Wealth Management, Inc. COF-PN Position History

COF-PN

Quarters held
22
Latest value
$617K
Q3 2026
Peak value
$33.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$21M
Q3 2025$30.3M
Q3 2025$1.9M
Q3 2025$460K
Q4 2025$21.7M
Q4 2025$31.3M
Q4 2025$2.1M
Q4 2025$555K
Q1 2026$20.8M
Q1 2026$32M
Q1 2026$2.1M
Q1 2026$547K
Q2 2026$24.3M
Q2 2026$283K
Q2 2026$33.3M
Q2 2026$2.2M
Q2 2026$523K
Q3 2026$24.1M
Q3 2026$285K
Q3 2026$33M
Q3 2026$2.1M
Q3 2026$617K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$617K23.5K——
Q3 2026$2.1M81.6K——
Q3 2026$33M1.56M——
Q3 2026$285K6.0K——
Q3 2026$24.1M703.1K——
Q2 2026$523K19.1K——
Q2 2026$2.2M81.0K——
Q2 2026$33.3M1.50M——
Q2 2026$283K6.0K——
Q2 2026$24.3M700.6K——
Q1 2026$547K20.1K——
Q1 2026$2.1M78.9K——
Q1 2026$32M1.43M——
Q1 2026$20.8M706.9K——
Q4 2025$555K20.1K——
Q4 2025$2.1M75.1K——
Q4 2025$31.3M1.38M——
Q4 2025$21.7M732.7K——
Q3 2025$460K16.6K——
Q3 2025$1.9M69.2K——
Q3 2025$30.3M1.34M——
Q3 2025$21M709.7K——

Other funds holding COF-PN

Other McGlone Suttner Wealth Management, Inc. positions

ETHA

ISHARES TR

$74.2M
ETHA

ISHARES TR

$73.2M
ETHA

ISHARES TR

$66.8M
ETHA

ISHARES TR

$66M
SCHW-PJ

SCHWAB STRATEGIC TR

$63.3M
ETHA

ISHARES TR

$62.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M