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Bell & Brown Wealth Advisors, LLC → GS-PD

Bell & Brown Wealth Advisors, LLC GS-PD Position History

GS-PD

Quarters held
6
Latest value
$10.3M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11M
Q4 2025$11.6M
Q4 2025$11.6M
Q1 2026$10.7M
Q2 2026$12.6M
Q3 2026$10.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.3M11.4K——
Q2 2026$12.6M12.4K——
Q1 2026$10.7M12.6K——
Q4 2025$11.6M13.2K——
Q4 2025$11.6M13.2K——
Q3 2025$11M13.8K——

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