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Summit Financial Strategies, Inc. → WOR
Summit Financial Strategies, Inc. WOR Position History
Worthington Enterprises, Inc. • Basic Materials
Quarters held
5
Latest value
$623K
Q3 2026
Peak value
$745K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $745K |
| Q4 2025 | $693K |
| Q1 2026 | $700K |
| Q2 2026 | $722K |
| Q3 2026 | $623K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $623K | 10.5K | — | — |
| Q2 2026 | $722K | 13.4K | — | — |
| Q1 2026 | $700K | 13.4K | — | — |
| Q4 2025 | $693K | 13.4K | — | — |
| Q3 2025 | $745K | 13.4K | — | — |