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Worthington Financial Partners, LLC → TSMWF

Worthington Financial Partners, LLC TSMWF Position History

TSMWF

Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q1 2026$1.8M
Q2 2026$2.5M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M5.2K——
Q2 2026$2.5M5.2K——
Q1 2026$1.8M5.2K——
Q4 2025$1.9M6.2K——

Other funds holding TSMWF

Other Worthington Financial Partners, LLC positions

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FPF

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$4.9M
COF-PN

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COF-PN

CAPITAL GROUP CORE EQUITY ET

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COF-PN

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$4.4M