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Triad Wealth Partners, LLC → PSMT
Triad Wealth Partners, LLC PSMT Position History
PriceSmart, Inc.
Quarters held
4
Latest value
$312K
Q3 2026
Peak value
$877K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $665K |
| Q1 2026 | $877K |
| Q2 2026 | $391K |
| Q3 2026 | $312K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $312K | 1.8K | — | — |
| Q2 2026 | $391K | 2.0K | — | — |
| Q1 2026 | $877K | 5.8K | — | — |
| Q4 2025 | $665K | 5.4K | — | — |
Other funds holding PSMT
$378.1M
$366.4M
$351.3M
$291M
$245.9M
$228.9M
$227.7M
$210.7M