Back to SRJN
MBM WEALTH CONSULTANTS, LLC → SRJN
MBM WEALTH CONSULTANTS, LLC SRJN Position History
Spire Inc. 6.375% Junior Subord • Utilities
Quarters held
5
Latest value
$626K
Q3 2026
Peak value
$626K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $449K |
| Q4 2025 | $486K |
| Q1 2026 | $566K |
| Q2 2026 | $526K |
| Q3 2026 | $626K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $626K | 8.2K | — | — |
| Q2 2026 | $526K | 6.7K | — | — |
| Q1 2026 | $566K | 6.2K | — | — |
| Q4 2025 | $486K | 5.9K | — | — |
| Q3 2025 | $449K | 5.5K | — | — |
Other funds holding SRJN
$492M
$485M
$473.7M
$449.6M
$286.1M
$276.9M
$276.4M
$271.8M