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Larry Mathis Financial Planning, LLC → VGES
Larry Mathis Financial Planning, LLC VGES Position History
VGES
Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$6.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $359K |
| Q4 2025 | $5.2M |
| Q4 2025 | $906K |
| Q1 2026 | $4M |
| Q2 2026 | $10K |
| Q2 2026 | $6.4M |
| Q2 2026 | $6.4M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 4.9K | — | — |
| Q2 2026 | $6.4M | 9.3K | — | — |
| Q2 2026 | $6.4M | 321.8K | — | — |
| Q2 2026 | $10K | 160.3K | — | — |
| Q1 2026 | $4M | 6.7K | — | — |
| Q4 2025 | $906K | 4.7K | — | — |
| Q4 2025 | $5.2M | 8.3K | — | — |
| Q4 2025 | $359K | 4.8K | — | — |