Kanen Wealth Management LLC

CIK
1681614
City
COCONUT CREEK
State / Country
FL

Top Portfolio Positions

36 positions · $278,250,871 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

21 quarters · across all stocks

Holdings in DAIO

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $2,123,735 839,421
2025-12-31 $2,660,964 839,421
2025-09-30 $2,803,666 839,421
2025-06-30 $2,602,205 839,421
2025-03-31 $2,056,581 839,421
2024-12-31 $2,325,196 839,421
2024-09-30 $2,157,311 839,421
2024-06-30 $2,303,001 834,421
2024-03-31 $2,937,161 834,421
2023-12-31 $1,021,044 347,294
2023-09-30 $3,072,871 806,528
2023-06-30 $3,545,346 826,421
2023-03-31 $4,008,444 806,528
2022-12-31 $1,557,061 392,207
2022-09-30 $1,738,502 623,119
2022-06-30 $2,483,365 808,914
2022-03-31 $3,339,845 785,846
2021-12-31 $2,735,855 593,461
2021-09-30 $1,495,180 228,971
2021-06-30 $1,421,458 208,731