Back to COF-PN

Ridgeline Wealth Planning, LLC → COF-PN

Ridgeline Wealth Planning, LLC COF-PN Position History

COF-PN

Quarters held
16
Latest value
$477K
Q3 2026
Peak value
$13.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.8M
Q4 2025$11.2M
Q4 2025$11.6M
Q4 2025$394K
Q1 2026$6.2M
Q1 2026$10.7M
Q1 2026$11.4M
Q1 2026$411K
Q2 2026$8.6M
Q2 2026$13.4M
Q2 2026$11.2M
Q2 2026$402K
Q3 2026$9M
Q3 2026$13.7M
Q3 2026$10.5M
Q3 2026$477K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$477K22.5K——
Q3 2026$10.5M263.5K——
Q3 2026$13.7M280.4K——
Q3 2026$9M189.7K——
Q2 2026$402K18.0K——
Q2 2026$11.2M263.8K——
Q2 2026$13.4M272.7K——
Q2 2026$8.6M181.7K——
Q1 2026$411K18.4K——
Q1 2026$11.4M340.4K——
Q1 2026$10.7M251.6K——
Q1 2026$6.2M154.2K——
Q4 2025$394K17.4K——
Q4 2025$11.6M336.0K——
Q4 2025$11.2M255.7K——
Q4 2025$6.8M152.8K——

Other funds holding COF-PN

Other Ridgeline Wealth Planning, LLC positions

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JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M