Back to PLMR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PLMR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PLMR Position History
Palomar Holdings, Inc. • Insurance
Quarters held
4
Latest value
$373K
Q3 2026
Peak value
$373K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $284K |
| Q4 2025 | $333K |
| Q2 2026 | $253K |
| Q3 2026 | $373K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $373K | 2.8K | — | — |
| Q2 2026 | $253K | 1.9K | — | — |
| Q4 2025 | $333K | 2.5K | — | — |
| Q3 2025 | $284K | 2.5K | — | — |
Other funds holding PLMR
$224.2M
$141.9M
$141.9M
$126.9M