Back to SGI
Strata Wealth Advisors, LLC → SGI
Strata Wealth Advisors, LLC SGI Position History
Somnigroup International Inc. • Technology
Quarters held
5
Latest value
$973K
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q3 2026 | $973K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $973K | 15.7K | — | — |
| Q2 2026 | $1.2M | 15.9K | — | — |
| Q1 2026 | $1.2M | 15.9K | — | — |
| Q4 2025 | $1.8M | 19.6K | — | — |
| Q3 2025 | $1.7M | 19.6K | — | — |
Other funds holding SGI
$570.8M
$570.8M
$509.3M
$390.1M
$346.6M
$275.7M
$265.8M
$231.2M