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Provenance Wealth Advisors, LLC → DORM

Provenance Wealth Advisors, LLC DORM Position History

Dorman Products, Inc. • Consumer Cyclical

Quarters held
5
Latest value
$345K
Q3 2026
Peak value
$345K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2K
Q4 2025$1K
Q1 2026$1K
Q2 2026$2K
Q3 2026$345K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$345K2.8K——
Q2 2026$2K12——
Q1 2026$1K12——
Q4 2025$1K12——
Q3 2025$2K12——

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