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Simplicity Wealth,LLC → SRJN

Simplicity Wealth,LLC SRJN Position History

Spire Inc. 6.375% Junior Subord • Utilities

Quarters held
2
Latest value
$1.9M
Q3 2026
Peak value
$2.1M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$2.1M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M24.7K——
Q2 2026$2.1M26.6K——

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