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INSTRUMENTAL WEALTH, LLC → SMR
INSTRUMENTAL WEALTH, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
4
Latest value
$138K
Q3 2026
Peak value
$231K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $231K |
| Q1 2026 | $188K |
| Q2 2026 | $175K |
| Q3 2026 | $138K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $138K | 17.4K | — | — |
| Q2 2026 | $175K | 17.4K | — | — |
| Q1 2026 | $188K | 17.4K | — | — |
| Q4 2025 | $231K | 17.4K | — | — |