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Instrumental Wealth, LLC

SEC CIK
0001976010
Latest filing
Jul 16, 2026

SMR holding history

Nuscale Power Corp in every 13F filed by Instrumental Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMR overviewAll 13F holders of SMRFull Q2 2026 holdings

Shares (Q2 2026)
17,405
Value
$174.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of SMR by Instrumental Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,405$174.6K0.1%+42+0.2%AddedHolders
Q1 202617,363$188.2K0.1%00.0%UnchangedHolders
Q4 202517,363$231.4K0.1%+17,363NewHolders