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Kestra Advisory Services, LLC → WPM
Kestra Advisory Services, LLC WPM Position History
Wheaton Precious Metals Corp. • Basic Materials
Quarters held
10
Latest value
$9.5M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $501K |
| Q3 2025 | $5.9M |
| Q4 2025 | $507K |
| Q4 2025 | $5.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $6.5M |
| Q2 2026 | $564K |
| Q2 2026 | $8.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 71.3K | — | — |
| Q3 2026 | $2.4M | 93.5K | — | — |
| Q2 2026 | $8.1M | 72.4K | — | — |
| Q2 2026 | $564K | 22.5K | — | — |
| Q1 2026 | $6.5M | 49.8K | — | — |
| Q1 2026 | $1.6M | 68.6K | — | — |
| Q4 2025 | $5.9M | 50.0K | — | — |
| Q4 2025 | $507K | 21.4K | — | — |
| Q3 2025 | $5.9M | 53.2K | — | — |
| Q3 2025 | $501K | 21.5K | — | — |
Other funds holding WPM
$1.5B