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KESTRA PRIVATE WEALTH SERVICES, LLC → SMR
KESTRA PRIVATE WEALTH SERVICES, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
5
Latest value
$407K
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $851K |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q3 2026 | $407K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $407K | 51.5K | — | — |
| Q2 2026 | $1.2M | 120.7K | — | — |
| Q1 2026 | $1.2M | 112.1K | — | — |
| Q4 2025 | $851K | 60.0K | — | — |
| Q3 2025 | $1.9M | 52.0K | — | — |