Back to STEW
KINGSWOOD WEALTH ADVISORS, LLC → STEW
KINGSWOOD WEALTH ADVISORS, LLC STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 72.8K | — | — |
| Q2 2026 | $1.3M | 72.8K | — | — |
| Q1 2026 | $1.2M | 72.8K | — | — |
| Q4 2025 | $1.5M | 79.5K | — | — |