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Larry Mathis Financial Planning, LLC → KOLD
Larry Mathis Financial Planning, LLC KOLD Position History
KOLD
Quarters held
10
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.1M |
| Q4 2025 | $5.5M |
| Q1 2026 | $5M |
| Q1 2026 | $5.5M |
| Q2 2026 | $5.4M |
| Q2 2026 | $5.4M |
| Q2 2026 | $6M |
| Q2 2026 | $6M |
| Q3 2026 | $6.1M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 103.5K | — | — |
| Q3 2026 | $6.1M | 78.5K | — | — |
| Q2 2026 | $6M | 92.3K | — | — |
| Q2 2026 | $6M | 16.36M | — | — |
| Q2 2026 | $5.4M | 69.5K | — | — |
| Q2 2026 | $5.4M | 14.80M | — | — |
| Q1 2026 | $5.5M | 86.4K | — | — |
| Q1 2026 | $5M | 64.8K | — | — |
| Q4 2025 | $5.5M | 86.1K | — | — |
| Q4 2025 | $5.1M | 64.6K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M