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True Wealth Design, LLC → BY

True Wealth Design, LLC BY Position History

Byline Bancorp, Inc. • Banking

Quarters held
5
Latest value
$4K
Q3 2026
Peak value
$5K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5K
Q4 2025$3K
Q1 2026$4K
Q2 2026$4K
Q3 2026$4K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4K96——
Q2 2026$4K96——
Q1 2026$4K118——
Q4 2025$3K116——
Q3 2025$5K165——

Other funds holding BY

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NEE-PS

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$17M
NEE-PS

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$16.9M
NEE-PS

DIMENSIONAL ETF TRUST

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