Back to FSV
Orgel Wealth Management, LLC → FSV
Orgel Wealth Management, LLC FSV Position History
FirstService Corporation • Real Estate
Quarters held
4
Latest value
$366K
Q3 2026
Peak value
$446K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $446K |
| Q1 2026 | $398K |
| Q2 2026 | $407K |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 2.9K | — | — |
| Q2 2026 | $407K | 2.9K | — | — |
| Q1 2026 | $398K | 2.9K | — | — |
| Q4 2025 | $446K | 2.9K | — | — |
Other funds holding FSV
$295.5M
$278.2M
$264.8M
$258.4M