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Simplicity Wealth,LLC → KEX

Simplicity Wealth,LLC KEX Position History

Kirby Corporation • Industrials

Quarters held
5
Latest value
$808K
Q3 2026
Peak value
$853K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$764K
Q4 2025$704K
Q1 2026$853K
Q2 2026$845K
Q3 2026$808K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$808K6.2K——
Q2 2026$845K6.2K——
Q1 2026$853K6.4K——
Q4 2025$704K6.4K——
Q3 2025$764K9.2K——

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