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True Wealth Design, LLC → BFC

True Wealth Design, LLC BFC Position History

Bank First Corporation • Banking

Quarters held
5
Latest value
$1K
Q3 2026
Peak value
$2K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2K
Q4 2025$2K
Q1 2026$2K
Q2 2026$1K
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K10——
Q2 2026$1K10——
Q1 2026$2K12——
Q4 2025$2K13——
Q3 2025$2K13——

Other funds holding BFC

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NEE-PS

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$16.9M
NEE-PS

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$14.8M
True Wealth Design, LLC BFC Holdings: 13F Position History | Track13F