Back to BWBBP
True Wealth Design, LLC → BWBBP
True Wealth Design, LLC BWBBP Position History
Bridgewater Bancshares, Inc. • Banking
Quarters held
5
Latest value
$807
Q3 2026
Peak value
$807
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $652 |
| Q4 2025 | $649 |
| Q1 2026 | $531 |
| Q2 2026 | $674 |
| Q3 2026 | $807 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $807 | 40 | — | — |
| Q2 2026 | $674 | 32 | — | — |
| Q1 2026 | $531 | 30 | — | — |
| Q4 2025 | $649 | 37 | — | — |
| Q3 2025 | $652 | 37 | — | — |
Other funds holding BWBBP
$18.6M
$17.9M
$17.6M
$14.7M
$12.9M
$9.9M
$9.9M