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True Wealth Design, LLC → BCML
True Wealth Design, LLC BCML Position History
BayCom Corp • Financial Services
Quarters held
5
Latest value
$729
Q3 2026
Peak value
$729
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $345 |
| Q4 2025 | $353 |
| Q1 2026 | $357 |
| Q2 2026 | $297 |
| Q3 2026 | $729 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $729 | 24 | — | — |
| Q2 2026 | $297 | 9 | — | — |
| Q1 2026 | $357 | 12 | — | — |
| Q4 2025 | $353 | 12 | — | — |
| Q3 2025 | $345 | 12 | — | — |