Back to TSMWF
GRIMES & Co WEALTH MANAGEMENT, LLC → TSMWF
GRIMES & Co WEALTH MANAGEMENT, LLC TSMWF Position History
TSMWF
Quarters held
8
Latest value
$190K
Q3 2026
Peak value
$64.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15K |
| Q4 2025 | $43.9M |
| Q1 2026 | $45M |
| Q1 2026 | $67K |
| Q2 2026 | $64.2M |
| Q2 2026 | $199K |
| Q3 2026 | $51M |
| Q3 2026 | $190K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $190K | 417 | — | — |
| Q3 2026 | $51M | 111.7K | — | — |
| Q2 2026 | $199K | 417 | — | — |
| Q2 2026 | $64.2M | 134.4K | — | — |
| Q1 2026 | $67K | 197 | — | — |
| Q1 2026 | $45M | 133.2K | — | — |
| Q4 2025 | $43.9M | 144.4K | — | — |
| Q4 2025 | $15K | 50 | — | — |