Back to TSMWF
Old North State Wealth Management, LLC → TSMWF
Old North State Wealth Management, LLC TSMWF Position History
TSMWF
Quarters held
4
Latest value
$6.4M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q1 2026 | $5M |
| Q2 2026 | $6.9M |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 14.0K | — | — |
| Q2 2026 | $6.9M | 14.4K | — | — |
| Q1 2026 | $5M | 14.8K | — | — |
| Q4 2025 | $4M | 13.2K | — | — |