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Chemistry Wealth Management LLC → SOR

Chemistry Wealth Management LLC SOR Position History

Source Capital • Financial Services

Quarters held
5
Latest value
$643K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q4 2025$960K
Q1 2026$727K
Q2 2026$652K
Q3 2026$643K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$643K14.2K——
Q2 2026$652K14.2K——
Q1 2026$727K15.7K——
Q4 2025$960K21.0K——
Q3 2025$1.1M25.1K——

Other funds holding SOR

Other Chemistry Wealth Management LLC positions

VGES

VANGUARD SCOTTSDALE FDS

$65.9M
VGES

VANGUARD SCOTTSDALE FDS

$64.4M
VGES

VANGUARD SCOTTSDALE FDS

$62.1M
VGES

VANGUARD SCOTTSDALE FDS

$60.6M
VGES

VANGUARD SCOTTSDALE FDS

$58.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$56.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$56.6M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$56.5M