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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$190K417——
Q3 2026$51M111.7K——
Q2 2026$199K417——
Q2 2026$64.2M134.4K——
Q1 2026$67K197——
Q1 2026$45M133.2K——
Q4 2025$43.9M144.4K——
Q4 2025$15K50——

Other funds holding TSMWF

Other GRIMES & Co WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$357.7M
VGES

VANGUARD INDEX FDS

$357.2M
ETHA

ISHARES TR

$355.1M
VGES

VANGUARD INDEX FDS

$328.1M
ETHA

ISHARES TR

$323.9M
ETHA

ISHARES TR

$319.9M
VGES

VANGUARD INDEX FDS

$298.8M
VGES

VANGUARD INDEX FDS

$286.2M