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WestHill Financial Advisors, Inc. → STEW
WestHill Financial Advisors, Inc. STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
4
Latest value
$281K
Q3 2026
Peak value
$300K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $300K |
| Q1 2026 | $276K |
| Q2 2026 | $289K |
| Q3 2026 | $281K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $281K | 16.2K | — | — |
| Q2 2026 | $289K | 16.2K | — | — |
| Q1 2026 | $276K | 16.2K | — | — |
| Q4 2025 | $300K | 16.2K | — | — |