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Horizon Wealth Management, LLC → STEW
Horizon Wealth Management, LLC STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$217K
Q3 2026
Peak value
$232K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $227K |
| Q4 2025 | $232K |
| Q1 2026 | $214K |
| Q2 2026 | $224K |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 12.5K | — | — |
| Q2 2026 | $224K | 12.5K | — | — |
| Q1 2026 | $214K | 12.5K | — | — |
| Q4 2025 | $232K | 12.5K | — | — |
| Q3 2025 | $227K | 12.5K | — | — |