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Financial & Tax Architects, LLC → IMO
Financial & Tax Architects, LLC IMO Position History
Imperial Oil Limited • Energy
Quarters held
4
Latest value
$638K
Q3 2026
Peak value
$787K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $787K |
| Q4 2025 | $726K |
| Q2 2026 | $452K |
| Q3 2026 | $638K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $638K | 5.2K | — | — |
| Q2 2026 | $452K | 4.0K | — | — |
| Q4 2025 | $726K | 8.4K | — | — |
| Q3 2025 | $787K | 8.7K | — | — |