Back to SJT
DWR WEALTH MANAGEMENT, LLC → SJT
DWR WEALTH MANAGEMENT, LLC SJT Position History
San Juan Basin Royalty Trust • Energy
Quarters held
4
Latest value
$74K
Q3 2026
Peak value
$113K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $113K |
| Q1 2026 | $101K |
| Q2 2026 | $61K |
| Q3 2026 | $74K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $74K | 20.5K | — | — |
| Q2 2026 | $61K | 20.5K | — | — |
| Q1 2026 | $101K | 20.5K | — | — |
| Q4 2025 | $113K | 20.5K | — | — |
Other funds holding SJT
$5.9M
$4.9M
$4.5M
$3.8M
$2.2M
$2.2M