Back to BHRB
True Wealth Design, LLC → BHRB
True Wealth Design, LLC BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $2K |
| Q1 2026 | $1K |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 24 | — | — |
| Q2 2026 | $2K | 23 | — | — |
| Q1 2026 | $1K | 24 | — | — |
| Q4 2025 | $2K | 26 | — | — |
| Q3 2025 | $2K | 28 | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M