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Larry Mathis Financial Planning, LLC → RH

Larry Mathis Financial Planning, LLC RH Position History

RH • Consumer Cyclical

Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.8M
Q2 2026$4.1M
Q2 2026$4.1M
Q3 2026$3.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.2M38.6K——
Q2 2026$4.1M38.6K——
Q2 2026$4.1M38.6K——
Q4 2025$4.8M38.6K——

Other funds holding RH

Other Larry Mathis Financial Planning, LLC positions

CRDO

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$7.4M
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$6.6M
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$6.4M
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VANGUARD INDEX FDS

$6.4M
QQQ

INVESCO QQQ TR

$6.3M
KOLD

PROSHARES TR

$6.1M
KOLD

PROSHARES TR

$6M
KOLD

PROSHARES TR

$6M