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STRATEGIC PLANNING GROUP, LLC → FIX
STRATEGIC PLANNING GROUP, LLC FIX Position History
Comfort Systems USA, Inc. • Industrials
Quarters held
4
Latest value
$28.5M
Q3 2026
Peak value
$28.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.4M |
| Q1 2026 | $19.7M |
| Q2 2026 | $28.9M |
| Q3 2026 | $28.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.5M | 17.2K | — | — |
| Q2 2026 | $28.9M | 14.6K | — | — |
| Q1 2026 | $19.7M | 14.3K | — | — |
| Q4 2025 | $17.4M | 18.6K | — | — |