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AA Financial Advisors, LLC → OR
AA Financial Advisors, LLC OR Position History
OR Royalties Inc. • Energy
Quarters held
3
Latest value
$218K
Q3 2026
Peak value
$241K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $241K |
| Q2 2026 | $201K |
| Q3 2026 | $218K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $218K | 6.3K | — | — |
| Q2 2026 | $201K | 6.3K | — | — |
| Q1 2026 | $241K | 6.3K | — | — |