Back to COF-PN
Strategic Family Wealth Counselors, L.L.C. → COF-PN
Strategic Family Wealth Counselors, L.L.C. COF-PN Position History
COF-PN
Quarters held
30
Latest value
$9.5M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.3M |
| Q3 2025 | $651K |
| Q3 2025 | $1.6M |
| Q3 2025 | $1M |
| Q3 2025 | $5.2M |
| Q3 2025 | $5.4M |
| Q4 2025 | $12.3M |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.2M |
| Q4 2025 | $5.5M |
| Q4 2025 | $7.9M |
| Q1 2026 | $11.4M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $5.5M |
| Q1 2026 | $8.9M |
| Q2 2026 | $13.9M |
| Q2 2026 | $3.1M |
| Q2 2026 | $2.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $5.6M |
| Q2 2026 | $9.7M |
| Q3 2026 | $14.1M |
| Q3 2026 | $3.3M |
| Q3 2026 | $3.1M |
| Q3 2026 | $954K |
| Q3 2026 | $5.1M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 380.0K | — | — |
| Q3 2026 | $5.1M | 193.2K | — | — |
| Q3 2026 | $954K | 45.1K | — | — |
| Q3 2026 | $3.1M | 78.7K | — | — |
| Q3 2026 | $3.3M | 66.7K | — | — |
| Q3 2026 | $14.1M | 298.2K | — | — |
| Q2 2026 | $9.7M | 370.5K | — | — |
| Q2 2026 | $5.6M | 203.7K | — | — |
| Q2 2026 | $1.3M | 56.3K | — | — |
| Q2 2026 | $2.9M | 68.1K | — | — |
| Q2 2026 | $3.1M | 63.8K | — | — |
| Q2 2026 | $13.9M | 293.9K | — | — |
| Q1 2026 | $8.9M | 339.9K | — | — |
| Q1 2026 | $5.5M | 201.5K | — | — |
| Q1 2026 | $1.3M | 56.3K | — | — |
| Q1 2026 | $1.9M | 56.1K | — | — |
| Q1 2026 | $2.5M | 58.1K | — | — |
| Q1 2026 | $11.4M | 284.8K | — | — |
| Q4 2025 | $7.9M | 297.6K | — | — |
| Q4 2025 | $5.5M | 197.2K | — | — |
| Q4 2025 | $1.2M | 54.0K | — | — |
| Q4 2025 | $1.8M | 49.4K | — | — |
| Q4 2025 | $2.2M | 49.7K | — | — |
| Q4 2025 | $12.3M | 280.5K | — | — |
| Q3 2025 | $5.4M | 204.1K | — | — |
| Q3 2025 | $5.2M | 188.9K | — | — |
| Q3 2025 | $1M | 44.4K | — | — |
| Q3 2025 | $1.6M | 48.1K | — | — |
| Q3 2025 | $651K | 15.5K | — | — |
| Q3 2025 | $12.3M | 279.0K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B