Back to BBT
True Wealth Design, LLC BBT Position History
Beacon Financial Corporation • Financial Services
Quarters held
5
Latest value
$6K
Q3 2026
Peak value
$10K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q4 2025 | $6K |
| Q1 2026 | $7K |
| Q2 2026 | $7K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 221 | — | — |
| Q2 2026 | $7K | 221 | — | — |
| Q1 2026 | $7K | 221 | — | — |
| Q4 2025 | $6K | 221 | — | — |
| Q3 2025 | $10K | 402 | — | — |
Other funds holding BBT
$235.4M
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$156.2M
$156.2M
$153.4M
$142.6M
$137.9M