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COMMONWEALTH EQUITY SERVICES, LLC → STEW
COMMONWEALTH EQUITY SERVICES, LLC STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
4
Latest value
$555K
Q3 2026
Peak value
$582K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $333K |
| Q1 2026 | $302K |
| Q2 2026 | $582K |
| Q3 2026 | $555K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $555K | 32.0K | — | — |
| Q2 2026 | $582K | 32.5K | — | — |
| Q1 2026 | $302K | 17.6K | — | — |
| Q4 2025 | $333K | 18.0K | — | — |