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AXXCESS WEALTH MANAGEMENT, LLC → SMR
AXXCESS WEALTH MANAGEMENT, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
5
Latest value
$539K
Q3 2026
Peak value
$781K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $781K |
| Q4 2025 | $591K |
| Q4 2025 | $591K |
| Q2 2026 | $512K |
| Q3 2026 | $539K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $539K | 68.2K | — | — |
| Q2 2026 | $512K | 51.0K | — | — |
| Q4 2025 | $591K | 41.7K | — | — |
| Q4 2025 | $591K | 41.7K | — | — |
| Q3 2025 | $781K | 21.7K | — | — |