Back to BHFAO
True Wealth Design, LLC → BHFAO
True Wealth Design, LLC BHFAO Position History
Brighthouse Financial, Inc.
Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$10K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9K |
| Q4 2025 | $10K |
| Q1 2026 | $9K |
| Q2 2026 | $2K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 63 | — | — |
| Q2 2026 | $2K | 36 | — | — |
| Q1 2026 | $9K | 153 | — | — |
| Q4 2025 | $10K | 151 | — | — |
| Q3 2025 | $9K | 166 | — | — |
Other funds holding BHFAO
$463.5M
$463.5M
$450.4M
$431.5M
$424.9M
$396.5M
$332.6M
$322.5M