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Creative Planning FWRG Position History
First Watch Restaurant Group, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $388K |
| Q2 2026 | $7K |
| Q2 2026 | $927K |
| Q3 2026 | $33K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 215.1K | — | — |
| Q3 2026 | $33K | 3.3K | — | — |
| Q2 2026 | $927K | 71.9K | — | — |
| Q2 2026 | $7K | 540 | — | — |
| Q1 2026 | $388K | 37.0K | — | — |