Back to AVPT
True Wealth Design, LLC → AVPT
True Wealth Design, LLC AVPT Position History
AvePoint, Inc. • Technology
Quarters held
5
Latest value
$10K
Q3 2026
Peak value
$10K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $2K |
| Q1 2026 | $4K |
| Q2 2026 | $7K |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 718 | — | — |
| Q2 2026 | $7K | 595 | — | — |
| Q1 2026 | $4K | 368 | — | — |
| Q4 2025 | $2K | 163 | — | — |
| Q3 2025 | $2K | 133 | — | — |
Other funds holding AVPT
$81.1M
$80.6M
$68.9M
$56.1M
$43.9M
$43.9M