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True Wealth Design, LLC → BWFG
True Wealth Design, LLC BWFG Position History
Bankwell Financial Group, Inc. • Banking
Quarters held
5
Latest value
$519
Q3 2026
Peak value
$519
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $177 |
| Q4 2025 | $230 |
| Q1 2026 | $243 |
| Q2 2026 | $412 |
| Q3 2026 | $519 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $519 | 8 | — | — |
| Q2 2026 | $412 | 7 | — | — |
| Q1 2026 | $243 | 5 | — | — |
| Q4 2025 | $230 | 5 | — | — |
| Q3 2025 | $177 | 4 | — | — |