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J. Derek Lewis & Associates Inc. → RR
J. Derek Lewis & Associates Inc. RR Position History
Richtech Robotics Inc. • Technology
Quarters held
3
Latest value
$35K
Q3 2026
Peak value
$153K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $153K |
| Q1 2026 | $153K |
| Q3 2026 | $35K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35K | 22.4K | — | — |
| Q1 2026 | $153K | 47.4K | — | — |
| Q4 2025 | $153K | 47.4K | — | — |
Other funds holding RR
$22.8M
$16.6M
$15.4M
$14.4M
$12.7M
$12.7M
$11.4M
Other J. Derek Lewis & Associates Inc. positions
COF-PN
$52.1MCAPITAL GROUP CORE BALANCED
COF-PN
$50.8MCAPITAL GROUP CORE BALANCED
COF-PN
$42.6MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$32.1MCAPITAL GROUP DIVIDEND VALUE