Back to SCM

Laurel Wealth Advisors LLC → SCM

Laurel Wealth Advisors LLC SCM Position History

Stellus Capital Investment Corporation • Financial Services

Quarters held
2
Latest value
$15K
Q3 2026
Peak value
$26K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$26K
Q3 2026$15K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15K2.1K——
Q4 2025$26K2.1K——

Other funds holding SCM

Other Laurel Wealth Advisors LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$196.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$195.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$188M
AMZN

AMAZON COM INC

$78.7M
AMZN

AMAZON COM INC

$75.2M
AMZN

AMAZON COM INC

$71.1M
AAPL

APPLE INC

$42.5M
BX

VANGUARD SPECIALIZED FUNDS

$42M