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Worthington Financial Partners, LLC → SMR
Worthington Financial Partners, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$585K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $585K |
| Q2 2026 | $544K |
| Q2 2026 | $4K |
| Q3 2026 | $437K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 367 | — | — |
| Q3 2026 | $437K | 55.3K | — | — |
| Q2 2026 | $4K | 367 | — | — |
| Q2 2026 | $544K | 54.3K | — | — |
| Q1 2026 | $585K | 53.9K | — | — |
Other funds holding SMR
$242.6M
$116.9M
$69.9M
$66.8M
$66.8M
$51.6M