Back to TSMWF
Stone Summit Wealth LLC → TSMWF
Stone Summit Wealth LLC TSMWF Position History
TSMWF
Quarters held
5
Latest value
$6.5M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $5.6M |
| Q1 2026 | $5.7M |
| Q2 2026 | $7.6M |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 14.1K | — | — |
| Q2 2026 | $7.6M | 16.0K | — | — |
| Q1 2026 | $5.7M | 16.9K | — | — |
| Q4 2025 | $5.6M | 18.4K | — | — |
| Q3 2025 | $5.4M | 19.3K | — | — |