Back to VGES
Financial Planning Fort Collins, LLC → VGES
Financial Planning Fort Collins, LLC VGES Position History
VGES
Quarters held
20
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $879K |
| Q4 2025 | $2.7M |
| Q4 2025 | $3M |
| Q4 2025 | $2.8M |
| Q4 2025 | $7.1M |
| Q1 2026 | $947K |
| Q1 2026 | $3.1M |
| Q1 2026 | $3.3M |
| Q1 2026 | $3.3M |
| Q1 2026 | $7.6M |
| Q2 2026 | $990K |
| Q2 2026 | $3.3M |
| Q2 2026 | $3.4M |
| Q2 2026 | $3.4M |
| Q2 2026 | $7.5M |
| Q3 2026 | $990K |
| Q3 2026 | $3.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $3.2M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 21.4K | — | — |
| Q3 2026 | $3.2M | 11.2K | — | — |
| Q3 2026 | $3.5M | 9.8K | — | — |
| Q3 2026 | $3.2M | 40.4K | — | — |
| Q3 2026 | $990K | 6.3K | — | — |
| Q2 2026 | $7.5M | 20.2K | — | — |
| Q2 2026 | $3.4M | 11.3K | — | — |
| Q2 2026 | $3.4M | 9.9K | — | — |
| Q2 2026 | $3.3M | 40.6K | — | — |
| Q2 2026 | $990K | 6.3K | — | — |
| Q1 2026 | $7.6M | 21.6K | — | — |
| Q1 2026 | $3.3M | 11.7K | — | — |
| Q1 2026 | $3.3M | 10.1K | — | — |
| Q1 2026 | $3.1M | 40.4K | — | — |
| Q1 2026 | $947K | 6.3K | — | — |
| Q4 2025 | $7.1M | 21.0K | — | — |
| Q4 2025 | $2.8M | 10.8K | — | — |
| Q4 2025 | $3M | 9.4K | — | — |
| Q4 2025 | $2.7M | 9.4K | — | — |
| Q4 2025 | $879K | 6.2K | — | — |