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Kestra Advisory Services, LLC → TMCI
Kestra Advisory Services, LLC TMCI Position History
Treace Medical Concepts, Inc. • Healthcare
Quarters held
4
Latest value
$87K
Q3 2026
Peak value
$87K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $48K |
| Q1 2026 | $26K |
| Q2 2026 | $78K |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 19.6K | — | — |
| Q2 2026 | $78K | 19.6K | — | — |
| Q1 2026 | $26K | 19.6K | — | — |
| Q4 2025 | $48K | 19.6K | — | — |