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Lauer Wealth, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
6
Latest value
$119K
Q3 2026
Peak value
$484K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $484K |
| Q4 2025 | $224K |
| Q1 2026 | $113K |
| Q2 2026 | $376K |
| Q3 2026 | $184K |
| Q3 2026 | $119K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $119K | 16.2K | — | — |
| Q3 2026 | $184K | 25.1K | — | — |
| Q2 2026 | $376K | 43.7K | — | — |
| Q1 2026 | $113K | 11.4K | — | — |
| Q4 2025 | $224K | 11.4K | — | — |
| Q3 2025 | $484K | 9.1K | — | — |
Other funds holding SMR
$242.6M
$116.9M
$69.9M
$66.8M
$66.8M
$51.6M