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SMITH SHELLNUT WILSON LLC /ADV → KOLD
SMITH SHELLNUT WILSON LLC /ADV KOLD Position History
KOLD
Quarters held
5
Latest value
$9.1M
Q3 2026
Peak value
$10M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q4 2025 | $9.5M |
| Q1 2026 | $9.5M |
| Q2 2026 | $10M |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 167.3K | — | — |
| Q2 2026 | $10M | 178.5K | — | — |
| Q1 2026 | $9.5M | 89.7K | — | — |
| Q4 2025 | $9.5M | 90.9K | — | — |
| Q3 2025 | $9.6M | 92.8K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M