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Creative Planning STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
2
Latest value
$185K
Q3 2026
Peak value
$250K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $250K |
| Q3 2026 | $185K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $185K | 10.7K | — | — |
| Q1 2026 | $250K | 14.6K | — | — |