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Accurate Wealth Management, LLC → FWRG

Accurate Wealth Management, LLC FWRG Position History

First Watch Restaurant Group, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$733K
Q3 2026
Peak value
$922K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$922K
Q1 2026$754K
Q2 2026$727K
Q3 2026$733K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$733K60.8K——
Q2 2026$727K58.3K——
Q1 2026$754K65.7K——
Q4 2025$922K59.2K——

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