Back to TSMWF
ROI Financial Advisors, LLC → TSMWF
ROI Financial Advisors, LLC TSMWF Position History
TSMWF
Quarters held
5
Latest value
$11.4M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q4 2025 | $8M |
| Q1 2026 | $8.7M |
| Q2 2026 | $12.2M |
| Q3 2026 | $11.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.4M | 24.9K | — | — |
| Q2 2026 | $12.2M | 25.5K | — | — |
| Q1 2026 | $8.7M | 25.6K | — | — |
| Q4 2025 | $8M | 26.4K | — | — |
| Q3 2025 | $7.4M | 26.6K | — | — |