Back to BCAL
True Wealth Design, LLC → BCAL
True Wealth Design, LLC BCAL Position History
California BanCorp
Quarters held
5
Latest value
$940
Q3 2026
Peak value
$940
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $601 |
| Q4 2025 | $691 |
| Q1 2026 | $638 |
| Q2 2026 | $917 |
| Q3 2026 | $940 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $940 | 44 | — | — |
| Q2 2026 | $917 | 44 | — | — |
| Q1 2026 | $638 | 36 | — | — |
| Q4 2025 | $691 | 37 | — | — |
| Q3 2025 | $601 | 36 | — | — |
Other funds holding BCAL
$21.7M
$20.2M
$19.2M
$18.2M
$17.8M
$17.8M