Back to KOLD
Summit Financial Wealth Advisors, LLC → KOLD
Summit Financial Wealth Advisors, LLC KOLD Position History
KOLD
Quarters held
4
Latest value
$14.4M
Q3 2026
Peak value
$28.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $26.9M |
| Q1 2026 | $27.1M |
| Q2 2026 | $28.2M |
| Q3 2026 | $14.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.4M | 266.2K | — | — |
| Q2 2026 | $28.2M | 501.3K | — | — |
| Q1 2026 | $27.1M | 255.5K | — | — |
| Q4 2025 | $26.9M | 258.8K | — | — |
Other funds holding KOLD
$996.9M
$963.3M
$959.3M