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4WEALTH ADVISORS, INC. → RMCF

4WEALTH ADVISORS, INC. RMCF Position History

Rocky Mountain Chocolate Factory, Inc. • Manufacturing

Quarters held
5
Latest value
$11K
Q3 2026
Peak value
$38K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$25K
Q4 2025$38K
Q1 2026$36K
Q2 2026$13K
Q3 2026$11K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11K13.2K——
Q2 2026$13K15.2K——
Q1 2026$36K16.2K——
Q4 2025$38K19.9K——
Q3 2025$25K15.6K——

Other funds holding RMCF

Other 4WEALTH ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$16.9M
STT-PG

SPDR SERIES TRUST

$7.2M
STT-PG

SPDR SERIES TRUST

$6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M